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Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 07/01/2025 from 10:00 am to 12:00 pm
 Mon, 08/11/2025 from 1:00 pm to 3:00 pm
 Mon, 08/25/2025 from 1:00 pm to 3:00 pm
 Sat, 09/06/2025 from 10:00 am to 12:00 pm
 Mon, 10/27/2025 from 1:00 pm to 3:00 pm
 Mon, 11/17/2025 from 1:00 pm to 3:00 pm
 Mon, 12/01/2025 from 1:00 pm to 3:00 pm
 Fri, 01/02/2026 from 10:00 am to 12:00 pm
 Fri, 01/30/2026 from 10:00 am to 12:00 pm
 Fri, 02/13/2026 from 10:00 am to 12:00 pm
 Currently available
Designed For:

Any tax practitioner who will advise a business owner about selecting a pension plan for his or her business

Prerequisite:

Basic individual income taxation rules

Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.

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

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Understand the advantages and disadvantages of the major pension-planning options for small- and medium-sized business owners
  • Help clients evaluate pension plan options and select the best pension-planning option for them

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.