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Employee Benefit Plans Conference 2018

EBP1865 - How to Draw to an Inside Straight with a Tax Professional

May 17, 2018 8:45am ‐ May 17, 2018 10:00am

Standard: $49.00


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


  • 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.

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