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Qualified Retirement Plan Updates & Opportunities – What Opportunities are available for the 2020- 2021 tax years?

  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • TEP
  • CTEC
  • CSA
  • ERPA
Qualified Retirement Plan Updates & Opportunities – What Opportunities are available for the 2020- 2021 tax years?

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00386-21-O)

1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0387)

1 CPE credit of Maryland Tax Related Subjects for Maryland Tax Preparers (Approval No. GEHNZ-U-00386-21-O)

1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00386-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

Planning for retirement starts with thinking about your retirement goals and how long you have to meet them.  To have a comfortable, secure – and – fun retirement, you need to build the financial cushion that will fund it all.  Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk.  Future cash flows are estimated to determine if the retirement income goal will be achieved. 

However, retirement planning is a multi-step process and in most cases, it evolves over time.  This webinar takes a long-term approach to the retirement plan that starts with ERISA.  It also includes the change in careers over the long period of time that a professional may take.  This is a remarkable value addition that covers a wide range of requirements of the population.  A detailed description and included calculations make the webinar more relevant for the simplicity of understanding and comparison. 

Key Areas Covered

  • Different Allocation Methods for Profit-Sharing Plans
  • 1 or 2 Person Defined Benefit/Defined Contribution Combo Plans
  • Cash Balance Combination Plans
  • Opportunities available for the 2020- 2021 plan years

Learning Objectives

  • To explore different Qualified Retirement Plan types
  • To recognize and compare the differences of each Qualified Retirement Plan type
  • To assess, evaluate and determine the best Qualified Retirement Plan for a business or business owner.
  • To assess and evaluate the feasibility for adding a Defined Benefit and Cash Balance Plan for clients

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros





This was a great overview on retirement plans for 2022.




Very good.


Good presentation.


All good