CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Plan Design for Closely Held Companies

  • AFSP
  • CMA
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
  • CSA
  • ERPA
Retirement Plan Design CPE Course

2 Credits

FREE

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Finance for all CPAs

2 CE credit of Federal Tax Related Matters for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-Q-00710-21-O)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0665)

2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

2 CPE credit for Certified Management Accountants (CMA)

2 CPD credit (Verifiable) for CPA/PFS

2 CE credit for Certified Senior Advisor (CSA)

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-Q-00710-21-O)

2 CE credit of Federal Tax Related Matters for Oregon Tax Preparers (Approval No. GEHNZ-Q-00710-21-O)

2 CE credit of Qualified Retirement Plan for ERPAs (Approval No. 00710-21-O)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Financial Intelligence for Entrepreneurs, Executives, and Directors

(1)

Oct 25, 2021 | 09:00 AM EDT View Details

Are You Ready for a Capital Campaign?

Oct 25, 2021 | 09:00 AM EDT View Details

Differences between IFRS and GAAP

(16)

Oct 25, 2021 | 09:30 AM EDT View Details

Corporate External Financial Reporting Decisions

(17)

Oct 25, 2021 | 10:00 AM EDT View Details

Everything You Need to Know About Partnerships

(13)

Oct 25, 2021 | 10:00 AM EDT View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

(122)

Oct 25, 2021 | 10:00 AM EDT View Details

Basic Concepts of Fixed Asset Accounting

(4)

Oct 25, 2021 | 10:00 AM EDT View Details

Excel Accountant: Internal Control

(6)

Oct 25, 2021 | 10:00 AM EDT View Details

Real Estate Tax Strategies: Cost Recovery, Partial Dispositions, Removal Cost, Int. Deductions, Repairs & Capital Improvements

(20)

Oct 25, 2021 | 10:00 AM EDT View Details

The Structure and Organization of the IRS

(745)

Oct 25, 2021 | 10:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

(11)

Oct 25, 2021 | 10:00 AM EDT View Details

IRS Form 1099 Reporting Req. including updates on FORM 1099-NEC (LATEST 2021)

(272)

Oct 25, 2021 | 10:00 AM EDT View Details

Money Laundering Risks and Countermeasures for Accountants and Other Professionals

(9)

Oct 25, 2021 | 10:30 AM EDT View Details

Quickbooks Online for Accountants Work Centre - Managing your Practice

(18)

Oct 25, 2021 | 10:30 AM EDT View Details

Business Killers – 12 Ways to Protect Your Business

Oct 25, 2021 | 10:30 AM EDT View Details

Course Description

This 2 CPE webinar will guide advisers and plan administrators on methods to avoid benefits and compensation pitfalls for closely-held business. Employee benefits and compensation matters can be challenging for closely held and family-owned companies. In designing and implementing benefits and compensation arrangements, closely-held and family-owned businesses must be aware of the pitfalls and available opportunities to ensure compliance with applicable guidance.

Providing benefits and certain compensation arrangements involve some vital procedural and compliance steps which could lead to unintended liability if not carefully administered. An in-depth understanding of federal and state regulations and administrative procedures in providing 401(k) plans, and offering other incentives are essential for a closely held business to avoid any costly missteps. You will also be able to identify the difference between choosing Traditional 401(k) and Simple IRA in this live CPE webinar.

This CE course will address the various options for retirement plan design for small to mid-size companies that typically adopt plans that are beneficial to owners and key employees.

Participants will learn which plans can be designed to satisfy plans focused on owners and key employees, which plan provisions and IRS guidelines assist in this goal and examples of several proven alternatives.  We will address data points that are key in being successful in this endeavor.

This 2 CE webinar will guide advisers and plan administrators on methods to avoid benefits and compensation pitfalls for closely-held business.

Major topics covered in this CPE/CE webinar:

  • Discussion about Traditional profit-sharing plan
  • Traditional 401(k) v SIMPLE IRA
  • Auto-Enrol 401(k) Plans
  • Traditional 401(k) v Safe Harbor 401(k)
  • Class Allocation PSP and Safe Harbor 401(k)
  • Defined Benefit Plan
  • Cash Balance Plan
  • 401(k) Plan Types

Learning Objectives

  • To learn which plan to be designed for retirement plan design which best serves owners and employees
  • To learn plan provisions and IRS guidance to satisfy plans focused on owners and key employees
  • How to choose a successful plan design for owners and employees
  • To discover various options for retirement plan design for small to mid-size companies 

Who Should Attend?

  • Accountant
  • California Registered Tax Professional
  • Certified Management Accountant
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Financial Planner
  • Finanical Analyst
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Professionals
  • Young CPA

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