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

Date: Wednesday, March 22, 2017
Instructor: Arthur Joseph Werner
Begin Time:  12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC

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)


Live webinar

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites

Advance Preparation

Registration Options
*Note: 3 or more qualifies for discounted Group Participant Fee

Regular Fee$79
Group Participant Fee$59
Unlimited Webinar Pass Fee$0

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