Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses - Virtual Experience

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  • Location
    • Your Computer
      Your Space
      ISCPA / WASCPA Webinar, ID 00000
  • Credits
    • 2.00
  • Credit Type(s)
    • Taxes (Technical) (2.00)
  • Prerequisites
    • Basic individual income taxation rules

  • Vendor
    • Surgent
  • Level
    • Intermediate
  • Fields of Study
    • Taxes
  • Message
    • Virtual Experience

Description

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.

Designed For

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

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 the current year 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, Establishing a plan after the tax year end, Changes to safe harbor 401(k) plans, Pooled employer plans.

Advanced Prep

  • Manual will be available to download in the meeting room
  • Test your computer/device for compatibility with virtual meeting space well in advance of your webinar
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    Leaders

    Don Cochran

    Don Paul Cochran, JD, CPA, has practiced law in both Iowa and Minnesota for over 40 years. He is currently in solo practice of law in Apple Valley, Minnesota, focusing on tax, estate planning, and small business organization and management. He was a CPA with the Small and Emerging Business practice of then-Big 8 accounting firm Touche Ross in Bloomington, Minnesota, and has served as the Vice President of Tax and CFO with various privately and publicly held companies. He also served as an advanced sales consultant with Securian Financial, Nationwide Financial, and Pacific Life Insurance Company's Annuity and Mutual Fund division, providing advanced planning support for financial advisors on topics of financial and estate planning for small to medium-size businesses and wealthy individuals.

    Don is actively involved in continuing education and other seminars for financial professionals and accountants, on topics related to tax issues for individuals and small businesses; current financial planning and asset transfer; and preparing for and living through retirement. Don is much sought after as a presenter of CPE for seminars sponsored by state societies of CPAs, CPA firms, and other providers of continuing education for financial professionals, and is a featured speaker at several national tax conferences.

    Don earned a Bachelor of Science in general science from the University of Iowa in Iowa City, Iowa, and graduated from the University of Iowa College of Law with his Juris Doctorate. In addition to being a licensed attorney in Minnesota and Iowa, he maintains his license as a certified public accountant. He also attained the designations of Certified Financial Planner and Certified Retirement Consultant.

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