The accreditors of this session require that you periodically check in to verify that you are still attentive.
Please click the button below to indicate that you are.
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,
CPA, 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.