The Complete Guide to the Preparation of Form 5500: Part 2 (Completed)

Tax compliance issues of qualified plans are sometimes confusing to practitioners due to the fact that many lack experience in this area. This course provides the practitioner with a practical understanding of the issues involved in preparing the Annual Return/Report of Employee Benefit Plan (Form 5500).

Who Should Attend
CPAs, finance professionals, financial planners.

Topics Covered

• Form 5500, line by line
• Form 5500EZ, line by line
• Understanding the attachments to Form 5500

Learning Objectives

• Identify a step-by-step guide to preparing the Annual Return/Report of Employee Benefit Plan (Form 5500)

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None