2013-2014 Business Pension Plan & Issues Federal Tax Update (Currently Unavailable)

Author: Vern H.

CPE Credit:  2 hours for CPAs
2 hours Federal Tax Law Updates for EAs and OTRPs
2 hours Federal Tax Updates for CTEC

Vern discusses the current Tax Codes, cases and rules affecting pension and IRA contributions and distributions including the latest pension plan statistics, and qualified Roth contribution plans.

Follow along with Vern's comprehensive PDF manual containing hyperlinks to important rules and regs, included with purchase.

Publication Date: November 2013

Designed For
All tax practitioners, both public and industry, who need the latest - and necessary - tax changes for their clients.

Topics Covered

  • Looking at the latest pension plan statistics
  • Discussing if it is possible that your business can be financed by your retirement funds (ROBS)
  • Being introduced to IRS's "fix-it" guides and compliance checklists for retirement funds
  • Reviewing all the inflation adjustments on amount that can be contributed into all the retirement plan options, including the age-50 catch-up contribution rules
  • Analyzing the qualified Roth contribution plans and the Roth IRA rollover provisions
  • Examining one more time the single-person 401(k) plan
  • And closing with a review of some miscellaneous pension developments

Learning Objectives

  • Recognize key tax changes effective in 2012, affecting payroll and self-employment taxation.
  • Identify numerous tax issues and provisions impacting your clients' or employer's tax returns.
  • Apply various tax rates and computations to scenarios just like those you see in your office, to better prepare you for the upcoming tax season.

Level
Update

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
A basic understanding of tax preparation.

Advance Preparation
None

">
 Chat — Books Support