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Pension and Profit-Sharing Plan Strategies 25-26

 Various
 
8.0
Registration is Open
Member Price
$329.00 Regular Registration
Your Price
$439.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 06/25/2025 from 9:00 am to 4:30 pm
 Wed, 06/25/2025 from 11:00 am to 6:30 pm
 Wed, 08/27/2025 from 9:00 am to 4:30 pm
 Wed, 08/27/2025 from 11:00 am to 6:30 pm
 Tue, 12/09/2025 from 9:00 am to 4:30 pm
 Tue, 12/09/2025 from 11:00 am to 6:30 pm
Designed For:

CPAs, attorneys, human resources and financial professionals.

Prerequisite:

Basic knowledge of qualified retirement plans.

Whether saving for retirement, reducing taxes, or combining the two, pension and profit-sharing plan strategies are your go-to solution. Get up to speed with the recently enacted SECURE Act 2.0 and learn the rules of the game. Discover the type of plan documents that work best for your clients, how to terminate a plan, different retirement plans you can choose from, contribution & deduction limits, reporting & disclosure rules, Form 5500 & participant communication requirements, and even how to do in-plan Roth conversions. Get ready to make retirement planning for your clients a breeze!

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

Objectives

  • Determine appropriate plans for your clients
  • Identify administration and compliance issues
  • Recognize fiduciary risk management
  • Recognize key income tax issues related to plan funding
  • Identify problematic plans and potential pitfalls
  • Identify and review types of retirement plans: defined benefit, profit sharing, traditional Sec. 401(k), safe harbor 401(k), Roth Sec. 401(k) and employee stock ownership

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.