Description

This session will assist the tax professional in showing how they can add value to:
* the design and implementation of the qualified plan
* the ongoing administration
* the audit process
After this session the attendee will:
1. Recall the tax professionals role in designing and implementing qualified plans, third party administrations and qualified plan audits

Speaker(s):

• Wayne R. Kamenitz, Dual MBA Taxation & Finance, Vice President & Regional Compliance Practice Leader, Segal Company
• Carol E. Zurcher, C.P.A., P.F.S., C.G.M.A., Partner, Thomas, Zurcher & White, P.A.