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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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This course is valid up to December 31st, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
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:
President, APS Pension and Financial
Stephen Abramson is the President and founding partner of APS Pension & Financial Services established in 1977, a mid-size consulting and actuarial firm employing twenty-two professional and support staff specializing in pension and pension-related services. For over 40 years, APS has been providing closely held businesses with financial services including pension design and administration, business succession planning, and wealth preservation planning. In 2015 APS Investment Management was established to provide fiduciary services to 401(k) and 403(b) plans and in 2018 APS Wealth Management, a Registered Investment Advisor (RIA), was established to provide investment management services to individual clients and retirement plans replacing his previous relationship with a Broker/Dealer. Steve has taught professional level education programs for the American Society of Pension Actuaries; lectured to various professional groups, including the National Conference of CPA Practitioners, The NYS Society of CPAs, Nassau Bar Association, the C.W. Post Tax Institute, and the National Institute of Pension Administrators; and conducted continuing education seminars for Certified Public Accountants for the past 35 years. He is co-author of Plan Smart, Retire Rich published by McGraw Hill in 1998; author of Advisor’s Guide to Qualified Plans originally published by Aspen Publishing in March, 2002 and recently in the process of being updated with the 8th edition, and Retirement Financial Management for Clients Approaching Retirement published by Aspen Publishing in August, 2002. A less technical version of Advisor’s Guide to Qualified Plans entitled Guide to Qualified Retirement Plans: A Plain Language Primer was published by the International Association of Employee Benefits in March 2005. The second edition of this book was released in 2008.
Steve graduated from Cornell University in 1964, earned the designation of Chartered Life Underwriter in 1967 from the American College, Certified Pension Consultant in 1970 from the American Society of Pension Professionals and Actuaries and Chartered Financial Consultant from the American College in 1972.
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Advance Preparation
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.
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.
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.
39 Ratings
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OM
Mar 15th, 2024
Mr. Abramson methodically reviews options in plan design for businesses. I found his checklist near the end of the presentation to be most helpful. His capacity to make the presentation interesting in a two hour no break presentation. I would recommend his presentation as great background knowledge for a practicing CPA in public practice.
TL
Apr 6th, 2023
presentation was a little choppy 58 minutes into the webinar. 3 - 4 minutes later it cleared up.
JC
Dec 28th, 2023
I needed a foundational refresher before this one. good info, jumped right in.
RD
Nov 28th, 2023
I thought the speaker presented very timely, accurate information.
JC
Dec 29th, 2023
Good experience. Was valuable to my practice. Thanks
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