Traps for Privately Owned Business

• Eddie Adkins, CPA, Retired Partner, Grant Thornton LLP
• Carol E. Zurcher, C.P.A., P.F.S., C.G.M.A., Partner, Thomas, Zurcher & White, P.A.

Common IRS/DOL Errors and How to Correct Them (Repeat of Session EBP1943)

• Mark S. Ritter, LL.M., Managing Director, Grant Thornton LLP
• Renee Cahill, CEBS, Grant Thornton

What Does an IRS/DOL Exam Look Like?

• Wayne R. Kamenitz, Dual MBA Taxation & Finance, Vice President & Regional Compliance Practice Leader, Segal Company
• Christopher Shankle, CPA, Senior Vice Presidnet, Argent Financial Group, Inc

Common IRS/DOL Errors and How to Correct Them (Repeated in Session EBP1964)

• Mark S. Ritter, LL.M., Managing Director, Grant Thornton LLP
• Renee Cahill, CEBS, Grant Thornton

Compliance Testing in Defined Contribution Plans

• Karen M. Field, J.D., Senior Director, RSM US LLP
• Keandra Greene, Enrolled Agent, Washington Nat'l Tax, RSM US LLP

Unrelated Business Taxable Income

• Deborah Walker, CPA, National Director, Compensation and Benefits, Cherry Bekaert LLP
• J. Calvin Marks, CPA, EA, Senior Manager, Johnson Lambert

The Specificity of an ESOP's Tax Rules

• Mark D. Welker, CPA, JD, Partner, Husch Blackwell LLP
• Anne Bushman, CPA, RSM

Is an ESOP Right for Your Company?

• Mark D. Welker, CPA, JD, Partner, Husch Blackwell LLP
• Keandra Greene, Enrolled Agent, Washington Nat'l Tax, RSM US LLP

On Auto-Pilot: Automatic Provisions Don't Always Always Equal Smooth Sailing

• Mark D. Swedelson, CPA, QPA, Vice-President, Goldberg, Swedelson & Associates Inc.
• Amisha Patel, CPA, Audit Principal, Johnson Lambert LLP

401(k) Testing and Alternatives

• Cindy J. Dwyer, CPA, Director, CBIZ MHM LLC
• Kimbery A. Flett, CPA, Partner, ERISA & Tax Financial Services, Inc.