CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

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

4.4 (270)

Charles Rosenberg

Intac Actuarial Services, Inc.

Tuesday, July 06, 2021 | 03:30 PM EDT

  • CPA (US)
  • EA
  • Tax Preparer
  • TEP
  • CTEC
  • CSA
  • ERPA

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 CPA/PFS

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

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

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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This Course is Also Available in Self Study (On-Demand)

Click Here

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. 

This online CPE webinar covers 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

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
  • Estate Planners
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Specialist
  • Trust & Estate Tax Professional


    [no_of_record] => 270
    [average] => 4.3556




As retirement is a very complex area of taxation and accounting, this course provided more detail than what I am used to. This instructor discussed all relevant factors for each type of plan and provided a description of the concept.


Love the site


The instructor was fabulous. I don’t do a significant amount of retirement plans in my work, but I learned enough to direct someone to the right party. It was great!!!


This was an excellent presentation that provided me with some ideas I had not yet explored.


Good and practical overview of retirement plans. He really knows his stuff and had practical ideas. I would hire him if I had a need in this area.


Great topics, very informative.