CPE Course After the SECURE Act: Comparing and Contrasting Retirement Plans for Small and Medium-Sized Businesses

November 5, 2021

9:00am — 10:40pm

Location

Member Price $69.00Register after October 15 and pay $79.00
Non-member Price $99.00Register after October 15 and pay $109.00

Curriculum Taxation

Field of Interest Taxes (Technical)

Level Intermediate

Designed For

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

Objective

  • Understand the advantages and disadvantages of the major pension-planning options for small- and medium-sized business owners in light of SECURE Act changes in pension plan rules
  • Help clients evaluate pension plan options and select the best pension-planning option for them for 2021 and beyond

 

 

Highlights

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.

  • Factors business owners should take into account when choosing a retirement plan in light of SECURE Act changes
  • 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
  • Tax filing requirements
  • Establishing a plan after the tax year end!
  • Changes to Safe Harbor 401(k) plans
  • Pooled Employer Plans!

 

Instructors

John M. Kilroy, CPA, CFP

John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.close

Prerequisites

Basic individual income taxation rules

Developer

Surgent McCoy CPE, LLC

Back to Course List Add to Cart View Cart