CPAR Taxes

CPAR - 2020/January, Seg.02 - Plan Design for Closely Held Businesses

Course Overview
The route to retirement security is the right retirement plan. Selecting a retirement plan that can fit your client's small business and benefit their employees is not a simple process. There are several plans available and employers need to consider each plan's characteristics. There are four stages in sponsoring a retirement plan: choosing, establishing, operating and terminating a plan. Steve Abramson, President of APS Pension and Financial Services discusses the key characteristics to consider during the selection process of a retirement plan.

Learning Objectives:

Upon successful completion of this segment, you should be able to:

  • Identify key considerations of plans available to small businesses that employers should consider;
  • Determine retirement plan costs while setting up a plan;
  • Identify the provisions in a plan document that satisfy the requirements of the IRC and DOL; and
  • Recognize deficiencies in a plan's internal controls that plan sponsors can identify and correct in order to protect the status of their retirement plan.

Prerequisites/Advanced Preparation:

Work experience in tax planning or tax compliance, or an introductory course in taxation.

Speaker / Author:

SmartPros Ltd. is a leader in online and offline continuing education for accounting, finance and engineering professionals. With over 2,000 hours of content, SmartPros has been providing mandatory continuing education products since 1981. SmartPros provides services and content to its professional and corporate clients, in a variety of media including Web, CD-ROM, and video. In the accounting market, SmartPros also has a predominant news and information portal which receives 200,000+ visits per month and provides services to over 100,000 subscribers. SmartPros' customers include 50% of the Fortune 500, as well as the major firms and associations in each of its professional markets.


Price (USD)

Standard: $69.90


Course Code : CPAR1436-FM

Release Date : 01/29/2020
Expire Date : 03/12/2021
Credits :
CPE 2.00
QAS 2.00

Length : 1hr 40min
Course Level : Update
Course Type : Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Taxes

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