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

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

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

1 Credit

FREE

Subject Area

Taxes

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 CPA/PFS

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

1 CE credit of Qualified Retirement Plan for ERPAs (Approval No. 00527-21)

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

1 CE credit of Estate Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 292390)

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Best Workshop on S Corporation (Form 1120S) Tax Return Review & Case Study (NEW)

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Oct 21, 2021 | 09:00 AM EDT View Details

Stratgeic Planning Essentials for Nonprofit and Small Businesses

Oct 21, 2021 | 09:00 AM EDT View Details

IRS Representation Series - Circular 230 Ethics and Updates

(1)

Oct 21, 2021 | 09:00 AM EDT View Details

How To Accurately Prepare the 709 Gift Tax Return

(31)

Oct 21, 2021 | 09:30 AM EDT View Details

Demystifying the Magic of Deferred Taxes

(1)

Oct 21, 2021 | 09:30 AM EDT View Details

Understanding Cash Frauds

(5)

Oct 21, 2021 | 09:30 AM EDT View Details

Tax Strategies for Real Estate: Crucial Insights: Acquisition and Depreciation Strategies

(13)

Oct 21, 2021 | 09:30 AM EDT View Details

Mastering QBO For Accountants - Techniques,Tips & Tricks, Advance Learning

(12)

Oct 21, 2021 | 10:00 AM EDT View Details

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

(43)

Oct 21, 2021 | 10:00 AM EDT View Details

AICPA Code of Conduct in the Real World

(667)

Oct 21, 2021 | 10:00 AM EDT View Details

Savvy Social Security Planning: All You Need to Know About Social Security Claiming Strategies

(566)

Oct 21, 2021 | 10:00 AM EDT View Details

Excel Accountant: Filtering Data

(7)

Oct 21, 2021 | 10:00 AM EDT View Details

Individual Tax Update (Latest)

(684)

Oct 21, 2021 | 10:00 AM EDT View Details

Basics of Nexus: Understanding State Tax Issues

(1)

Oct 21, 2021 | 10:30 AM EDT View Details

Influencing Skills

(65)

Oct 21, 2021 | 10:30 AM EDT View Details

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 free online 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 continuing education course 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. 

This online CPE webinar covers the following key topics:

  • 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

Click for more webinars on Estate Planning | Tax Planning |IRA etc

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?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Financial Planner
  • Estate Planners
  • Financial Planner
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Specialist
  • Trust & Estate Tax Professional

Testimonial

4.4

(422)
49%
41%
9%
1%
0%

JT

This was a great overview on retirement plans for 2022.

KD

Good

RR

Very good.

JH

Good presentation.

JS

All good

JO

Great.