Retirement Issues for Small Business (2024-25) 1.5 Credits
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Congress believes that individuals do not adequately save for retirement, in part because small businesses fail to sponsor retirement plans.
Saving for retirement remains a critical issue for individuals across the United States. One major factor contributing to this issue is small businesses' lack of employer-sponsored retirement plans. How can small companies be incentivized to set up retirement plans that benefit owners and employees? This webinar addresses these critical questions and explores how recent legislation has opened up new opportunities for small businesses to take action.
In this CE webinar, we will break down the major provisions of these legislative acts, focusing on the benefits they provide for small business consultants and tax professionals who advise clients on retirement options. We’ll also cover the SECURE 2.0 Technical Corrections Act, which offers further refinements to the 2022 law, and review the reporting requirements of these changes.
Key topics covered:
Join this CE Course; we will ensure you are equipped to help your clients navigate the complexities of retirement planning and capitalize on the available tax benefits.
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Dr. Curatola is the Joseph F. Ford Professor of Accounting at Drexel University in Philadelphia. He is the Tax Column Editor for Strategic Finance since 1992. He has served as the editor of the Journal of Legal Tax Research and currently serves on the editorial review board of several journals, and has held a variety of leadership positions, including current national service with the Institute of Management Accountants. He has published over 250 articles in journals including Journal of Financial Services Professionals, Journal of the American Taxation Association, Journal of Forensic & Investigative Accounting, Oil, Gas, & Energy Quarterly, and Tax Notes to name a few. Dr. Curatola was a co-editor on IRA Answer Book by Wolters Kluwer and author of the EA Review course for Surgent Publishers. Dr. Curatola externally funded research findings have appeared in media such as Forbes Magazine, The Washington Post, The Wall Street Journal, The New York Times, and other media outlets.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
SN
Good content. Easy to follow. Could have been a bit more lively and would love to have gone through manual calculations
SG
Great. But more details should be included.
.webp "Best Tax Return Workshop - Partnerships & LLCS (Form 1065)")
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