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Plan Design and Tax Compliance
IdentificationEBP1806DateMay 15, 2018Discussion of basic qualified plan nondiscrimination issues including:Speakers
Nancy J. Manary, CPAManager, Tax Services, RSM US LLP
Mark D. Swedelson, CPA, QPAVice-President, Goldberg, Swedelson & Associates Inc.$49Standard Price
IdentificationEBP1807DateMay 15, 2018- Distinguish what an ESOP is and why companies use them…Speakers
Partner, RSM
National Director, Compensation and Benefits, Cherry Bekaert LLP$49Standard Price
IdentificationEBP1813DateMay 15, 2018Within this session, participants will review a wide array of responsibilities that plan administrators must attend to. and provide focus on plan participant notice requirements…Speakers
Wayne R. Kamenitz, CPA, Dual MBA Taxation & FinanceVice President & Regional Compliance Practice Leader, Segal Company
Senior Vice President, Argent Financial Group, Inc$49Standard Price
IdentificationEBP1815DateMay 15, 2018Discover the various basic retirement plans appropriate for the small business employer. Help your clients and plan sponsors realize the value of adding a plan or the value of their existing plan…Speakers
Vice President & Senior Legal Counsel, T. Rowe Price Associates, Inc.
Carol E. Zurcher, C.P.A., P.F.S., C.G.M.A.Partner, Thomas, Zurcher & White, P.A.$49Standard Price
IdentificationEBP1820DateMay 15, 2018Plan compensation errors always seem to make a "Top 10 List" of mistakes…Speakers
Cindy J. Dwyer, CPAManaging Director, CBIZ MHM LLCMark D. Swedelson, CPA, QPAVice-President, Goldberg, Swedelson & Associates Inc.$49Standard Price
IdentificationEBP1828DateMay 16, 2018401(k)s, the most popular retirement plan, presents numerous opportunities for encouraging employee participation and ease of operation. Learn these opportunities, how best to use them, problems that can arise and what to do when problems do arise…Speakers
Amisha Patel, CPAAudit Principal, Johnson Lambert LLPNational Director, Compensation and Benefits, Cherry Bekaert LLP$49Standard Price
IdentificationEBP1841DateMay 16, 2018This session will discuss how common transactions in the operation of an employee benefit plan can become a prohibited transaction…Speakers
Bruce McNeil, Esq.Partner, Wager Law Group
Lyssa E. Hall, JD, LLMDirector, Office of Exemption Determinations, U.S. Department of Labor (EBSA)$49Standard Price
IdentificationEBP1845DateMay 16, 2018Discussion of basic qualified plan nondiscrimination issues including:Speakers
Nancy J. Manary, CPAManager, Tax Services, RSM US LLPMark D. Swedelson, CPA, QPAVice-President, Goldberg, Swedelson & Associates Inc.$49Standard Price
IdentificationEBP1848DateMay 16, 2018This session will focus on the tax compliance and auditing aspects related to participant loans and plan distributions including technical updates and programs related to missing participants. Plan loans, regular distributions, minimum distributions and hardship distributions will be discussed…Speakers
Managing Director, Alvarez & Marsal
Kimberly A. Flett, CPAPartner, ERISA & Tax Financial Services, Inc.$49Standard Price
IdentificationEBP1904DateMay 6, 2019This session will review the current rules and regulations regarding fringe benefits, including the ability of an employee to exclude the value of such benefits from income and the ability of an employer to deduct the cost of those benefits…Speakers
Principal, Grant Thornton Advisors LLCNational Director, Compensation and Benefits, Cherry Bekaert LLP$49Standard Price
IdentificationEBP1907DateMay 6, 2019An in-depth look at 401(k) plan testing and alternatives including APD/ACP testing from a tax perspective. These compliance tests are complicated and this session can assist auditors in become more adept in the area related to non-discrimination testing…Speakers
Cindy J. Dwyer, CPAManaging Director, CBIZ MHM LLCKimberly A. Flett, CPAPartner, ERISA & Tax Financial Services, Inc.$49Standard Price
IdentificationEBP1914DateMay 6, 2019This session will cover what are all the automatic options in plans to today (enrollments, distributions, investing, salary increases, etc), corrections for when someone is not auto-enrolled timely, and Rev Proc 2015-28…Speakers
Mark D. Swedelson, CPA, QPAVice-President, Goldberg, Swedelson & Associates Inc.Amisha Patel, CPAAudit Principal, Johnson Lambert LLP$49Standard Price
IdentificationEBP1921DateMay 6, 2019This session will discuss whether an ESOP is the best business succession planning tool for a company. We will provide an overview of an ESOP, why a company might or might not want one, and tax/economic/business perspectives of an ESOP. We will provide a case study to illustrate the analysis…Speakers
Mark D. Welker, CPA, JDPartner, Husch Blackwell LLP
Keandra Greene, Enrolled AgentWashington Nat'l Tax, RSM US LLP$49Standard Price
IdentificationEBP1929DateMay 7, 2019Special rules apply to unrelated business income for employee benefit plans. This session will review the rules for unrelated business income in general and those that apply to employee benefit plans in particular…Speakers
J. Calvin Marks, CPAPrincipal, Johnson Lambert LLPNational Director, Compensation and Benefits, Cherry Bekaert LLP$49Standard Price
IdentificationEBP1933DateMay 7, 2019ESOPs are a unique type of qualified retirement plan. This unique aspect of owning and leveraging employer shares brings about unique tax consequences. This session will review tax rules specific to structuring ESOP transactions (such as S corporation vs…Speakers
Mark D. Welker, CPA, JDPartner, Husch Blackwell LLPPartner, RSM$49Standard Price
IdentificationEBP1936DateMay 7, 2019In this session, attendees will enhance their basic competency of compliance testing issues by covering: controlled group rules, coverage testing, single employers and controlled group rules, Section 401(a)(4) nondiscrimination testing, Section 414(s) compensation testing considerations, and top he…Speakers
Karen M. Field, J.D.Senior Director, RSM US LLPKeandra Greene, Enrolled AgentWashington Nat'l Tax, RSM US LLP$49Standard Price
IdentificationEBP1943DateMay 7, 2019This course will provide an introductory discussion about the basic parameters relating to how common IRS/DOL errors can be corrected under the IRS Employee Plans Compliance Resolution System (EPCRS) and the DOL Voluntary Fiduciary Correction Program (VFCP)…Speakers
Mark S. Ritter, LL.M.Managing Director, Grant Thornton LLP
Managing Director, Grant Thornton Advisors LLC$49Standard Price
IdentificationEBP1964DateMay 8, 2019This course will provide an introductory discussion about the basic parameters relating to how common IRS/DOL errors can be corrected under the IRS Employee Plans Compliance Resolution System (EPCRS) and the DOL Voluntary Fiduciary Correction Program (VFCP)…Speakers
Mark S. Ritter, LL.M.Managing Director, Grant Thornton LLPManaging Director, Grant Thornton Advisors LLC$49Standard Price
IdentificationEBP1965DateMay 8, 2019Pre and post exam and all in-between…Speakers
Wayne R. Kamenitz, CPA, Dual MBA Taxation & FinanceVice President & Regional Compliance Practice Leader, Segal CompanySenior Vice President, Argent Financial Group, Inc$49Standard Price
IdentificationEBP1971DateMay 8, 2019Owning a privately-held business can be tricky. Be aware of these common “traps” and differences in C-corps, S-Corps, LLCs, sole proprietorships, and partnerships by attending this session…Speakers
Eddie Adkins, CPARetired Partner, Grant Thornton LLPCarol E. Zurcher, C.P.A., P.F.S., C.G.M.A.Partner, Thomas, Zurcher & White, P.A.$49Standard Price
