Kentucky Society of Certified Public Accountants

Overview

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.

Prerequisites

Basic individual income taxation rules

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 for 2021 and beyond

Highlights

Factors business owners should take into account when choosing a retirement plan
SIMPLE Plans
Simplified Employee Pension Plans
401(k) plans
Defined benefit plans
Ensuring eligible employees are covered
Employees’ impact on choice of plan
Ongoing compliance requirements
New for 2020! Establishing a plan after the tax year end
New for 2020! Changes to Safe Harbor 401(k) plans
New for 2021! Pooled employer plans

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

SUS0081

2 CPE Credits

Tax: 2 Credits

Registration

Member Price:

$89

Non-member Price:

$119