USBC-W02
Using Simple and SEP's for the Small Business Client

Best Value! Buy a webinar package and save
-- choose the Unlimited Webinar Package or the eight- and sixteen-credit packages.

Date/Time: Monday, January 7, 2013, 1-3 p.m. Eastern (see all dates)

Presenter(s): Michael J. Tucker, CPA, Denise Appleby, APA, CISP, CRPS, CRC

Savings Incentive Match Plan for Employees (SIMPLE) plans and simplified employee pension (SEPs) plans are among the choices clients have when they consider what kind of retirement plan they wish to adopt for their businesses. If you have clients currently using either a SIMPLE or a SEP IRA plan, or considering the adoption of a retirement plan, you should attend this program because it will cover the ins and outs of both of these plans. The program will equip you with the answers to important client questions such as: which of these is the better retirement plan for me and my company, how much can I contribute, and what are the advantages of a SIMPLE or a SEP IRA relative to the other retirement plans that are available to businesses.

Major Topics:

Businesses eligible to adopt SIMPLE IRAs and SEP IRAs
Establishing a SIMPLE IRA and a SEP IRA Plan
Advantages and disadvantages of SIMPLE IRAs and SEP IRAs relative to each other and other available retirement plans
Identifying Eligible Employees
Excludible employees
Employer contribution requirements
Maximizing annual contributions
Notification requirements
How to correct errors

Learning Objectives:

Determine the best retirement plan for you or your company
Understand the advantages and disadvantages of each type of plan

Who Should Attend:

Any tax practitioner wish to know more about SIMPLE IRA plans and SEP IRA Plans
Any tax practitioner advising clients with respect to retirement plan selection for their businesses

Course Level: Intermediate

CPE Credits: 2, Taxes

Prerequisite: Basic familiarity with tax rules relating to individual taxation

Advance Preparation: None

USBC-W02 Using Simple and SEP's for the Small Business Client

Best Value! Buy a webinar package and save -- choose the Unlimited Webinar Package or the eight- and sixteen-credit packages.

USBC-W02
Using Simple and SEP's for the Small Business Client

Best Value! Buy a webinar package and save
-- choose the Unlimited Webinar Package or the eight- and sixteen-credit packages.