The Complete Guide to the Preparation of Form 5500: Part 2 (Completed)
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)
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None
