CPE Course Information
General Information
Course Number: | PB01055124 |
Course Title: | Jennings-TaxSpeaker Business Pension Plans - 3 hours |
Description: | Webinar bundle credits not valid on this webinar. We explain how to handle qualified domestic relations order distributions and identify the five rules for withdrawals from qualified plans,as well as the characteristics for Profit-Sharing Plans. You will receive an overview of various retirement plans and their top heavy rules, rollovers, vesting, and Safe Harbors. In addition, you shouldl be able to define Money Purchase Plan and SEP-IRAs as well as identify the properties of SIMPLE plans and determine who should benefit from SIMPLE plans. Participants should gain an understanding of defined contribution plans, including such topics as profit sharing, money purchase, and single, solo, or Roth 401k’s. The course will cover comparison tables, new pension plan credits, defined benefit plans, creditor protection, and rollovers as business startups (ROBS). |
Speaker: | Bob Jennings CPA, EA |
Knowledge Level: | Basic |
Sponsor: | PSTAP - State |
Date: | 05/29/2024 |
Number of Days: | 1 |
Location: | Webinar |
Address: |
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CPE Credits: | 3 Credits Tax (Federal) |
Host Chapter(s): | State |
Registration Information
Registration Begins: | |
Start Time: | 12:00 p.m. |
End Time: | 3:00 p.m. |
Pricing
PSTAP Member Rate: | 165.00 |
Non-Member Rate: | 195.00 |
Cancellation Policy
No show - No refund - no exceptions. No refund will be issued for any webinar in which the login information and course material has already been distributed. Please check spam/junk folders. No refund nor credit for a future program will be issued for any webinar for which you are registered but fail to attend. Applicable webinar bundle credits will be forfeited for any webinar no-show. |
Additional Information
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