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Answers to Questions Your Clients Will Ask About 401(k) Plans and State Mandates

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • Maryland Tax Preparer
  • ERPA
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Expect your employer clients to come to you with questions about state-mandated retirement plans, ways to decrease their tax burdens, or how to help their employee retention rate. In today’s business market, if you haven’t received these questions yet, you will.

In this CPE webinar, serial entrepreneur Dan Beck will discuss his journey, and the pivotal role a 401(k) played for him.

In this CPE/CE course the speaker Dan Beck will discuss the value of a 401(k) for:

  • Reducing tax liability
  • Making a company more attractive to prospective employees
  • Taking care of existing valuable employees
  • Avoiding the problems of state-mandated retirement programs

In this CE course speaker will also describe how one modern 401(k) tool uses automation to drastically reduce the costs, administrative burdens and liability that have previously been a big barrier to entry for many small business owners.

In this online CPE Webinar, we will also discuss how this knowledge will impact your personal earning potential.


Learning Objectives

  • To determine how a 401(k) reduces tax liability for an employer.
  • To discuss how a 401(k) impacts employee turnover.
  • To interpret why 401(k) plans have not been practical in the past for small businesses, and how they have changed to become a useful tool for any-sized company.
  • To analyze how a CPA, accountant or bookkeeper can benefit from recommending a 401(k) plan, and the problem that comes from NOT recommending one.

Recommended For

  • The IRS Approved CE course is recommended for EAs, ERPAs, Tax Attorneys, Tax Professionals in practice or industry, and Other Tax Consultants interested in learning everything about 401(k) Plans and State Mandates.
  • This CPE webinar on 401(K) is recommended for CPAs, PFS, and Other Finance Professionals or Consultants actively engaged in managing their clients financial and tax planning.

Who Should Attend?

  • Annual Filing Season Program
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Staff of Accounting Firm
  • Tax Firm
  • Tax Professionals

Course Qualification

Webinar Qualifies For

  • 1 CE Credit for Annual Filing Season Program (AFSP)
  • 1 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0815)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit of Federal Tax Related Matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00876-22-O)
  • 1 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00876-22-O)
  • 1 CPD Credit for Personal Financial Specialist (PFS)
  • 1 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00876-22-O)
  • 1 CE Credit for Enrolled Retirement Plan Agent (Approval No. 00877-22-O)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Dan Beck

Co-Founder, 401GO

Having built several successful businesses, Dan Beck understands the plight of small business owners and entrepreneurs. Out of frustration, when he couldn't find the benefit he wanted at a price he could afford, he put his entrepreneurial expertise to work and built it. Through his obsession to details, his ability to boot-strap and relentless drive, he ensures today’s small businesses can offer world-class benefits to employees.

About Company

401GO

401go.com/

Less than half of those employed by small businesses have access to a 401(k) or pension. Companies with small budgets who want 401(k) plans have been ignored or even laughed at by 401(k) providers. 401GO was founded to provide working Americans and small businesses greater financial freedom through inexpensive and worry-free work-sponsored retirement plans. Setup takes just minutes (not weeks!), pricing is economical at $9/participant, and we handle all the details. With our innovative automated technology, a simple, affordable, and beneficial 401(k) plan is finally practical for small businesses.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

71 Ratings

Excellent

42

Very Good

26

Average

3

Poor

0

Terrible

0

MJ

Magdalene Jordan, CPA (US)

Jan 25th, 2022

I came for the CPE but learned a lot and am going to keep this information in mind going forward. Dan was a great presenter.

TB

Tim Bradshaw, CPA (US)

Feb 16th, 2022

Enjoyed the webinar. Good instructor and good examples

SM

Sandra Martinez, EA

Jan 25th, 2022

It was very informative and interesting

TR

Timothy Ryan, CPA (US)

Jan 25th, 2022

great program

WK

William Kandel, CPA (US)

Jan 25th, 2022

nothing noted

Answers to Questions Your Clients Will Ask About 401(k) Plans and State Mandates

FREE

1 Credit

Subject Area

Taxes

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