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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.
