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Retirement Plans: Maximizing Tax Benefits and Wealth Accumulation

With this two-hour course, you will:

  • Get a 28-page PDF manual
  • Uncover little-known qualified plans that benefit the business owner
  • Select the right retirement plan at the right time
  • Understand who is a highly compensated employee and what this means
  • Learn about the life cycle of qualified retirement plans
  • Compare and contrast retirement plans as a wealth accumulation strategy vs. a tax deferral strategy
  • Find out whether flexible funding and big deductions are mutually exclusive

     
Designation CPE Hours
CPA 2 Tax
EA 2 Federal Tax
CRTP (CTEC) 2 Federal Tax
Attorney 1.5 General MCLE

Course level: Intermediate
Basic understanding of defined contribution and benefit plans is required.

Webinar features:

  • 2 hours of CPE for one attendee
  • Access to recording to watch at your convenience
  • Reference manual and PDF of PowerPoint slides
  • Add CPE for only $20 per additional attendee. Please contact our customer service department to register for additional CPE at (714) 776-7850.

Want to order by phone? Call us at: (714) 776-7850

Learn about Spidell's Webinars.

You must have computer speakers to listen to this webinar

Webinar Speaker

Mark W. Clark, ERPA, QPA, APA

Before joining Benefit Associates in 1993, Mark W. Clark began his career in the actuarial calculations department of Pension and Profit Sharing Systems in Long Beach, CA. He subsequently became a staff software developer and was tasked with writing defined benefit calculation programs as well as software to produce Form 5500 on HP LaserJet printers. Mark earned his Bachelor of Arts degree in English from the State University of New York at Fredonia.

Mark has been approved by the Internal Revenue Service (IRS) to practice before the IRS on certain retirement plan issues as an Enrolled Retirement Plan Agent (ERPA). Mark has been a course instructor and author for the California Certified Public Accountants Education Foundation for over 15 year and regularly speaks at CalCPA conferences. He also teaches the Pension & Profit Sharing Plan Strategies (EBPFP) and Form 5500 (FM55) courses, and was recognized as the Outstanding Instructor for 2011-2012.


This webinar is designed to meet the requirements for the specified number of hours of continuing education. This webinar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury's Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at 714-776-7850. Spidell Publishing, Inc. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual "continuing education" requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.


Spidell Publishing, Inc. 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This webinar is designed to meet the requirements for two hours of continuing education for the California Board of Accountancy. Level: Intermediate. Field of Study: Taxation. Delivery method: Self-Study. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (714) 776-7850. Basic understanding of defined contribution and benefit plans is required.

Spidell Hours
CPA-Tax 2
EA-Fed Tax 2
CRTP-Fed Tax 2
Attorney-MCLE 1.5

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Availability: In Stock
Price: $97.00

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