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Plan Design and Tax Compliance

  • Thumbnail for Basic Qualified Plan Testing (Repeated in Session EBP1845)
    Identification
    EBP1806
    Date
    May 15, 2018
    Discussion of basic qualified plan nondiscrimination issues including:

    Speakers

    Speaker Image for Nancy  Manary
    Manager, Tax Services, RSM US LLP
    Speaker Image for Mark Swedelson
    Vice-President, Goldberg, Swedelson & Associates Inc.
    $49
    Standard Price
  • Thumbnail for ESOPs - What's All the Hype?
    Identification
    EBP1807
    Date
    May 15, 2018
    - Distinguish what an ESOP is and why companies use them…

    Speakers

    Speaker Image for Anne Bushman
    Partner, RSM
    Speaker Image for Deborah Walker
    National Director, Compensation and Benefits, Cherry Bekaert LLP
    $49
    Standard Price
  • Thumbnail for A Plan Administrator's Compliance Responsibilities
    Identification
    EBP1813
    Date
    May 15, 2018
    Within 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

    Speaker Image for Wayne Kamenitz
    Wayne R. Kamenitz, CPA, Dual MBA Taxation & Finance
    Vice President & Regional Compliance Practice Leader, Segal Company
    Speaker Image for Christopher Shankle
    Senior Vice President, Argent Financial Group, Inc
    $49
    Standard Price
  • Thumbnail for Picking a Perfect Plan
    Identification
    EBP1815
    Date
    May 15, 2018
    Discover 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

    Speaker Image for Stephen Swirnow
    Vice President & Senior Legal Counsel, T. Rowe Price Associates, Inc.
    Speaker Image for Carol Zurcher
    Carol E. Zurcher, C.P.A., P.F.S., C.G.M.A.
    Partner, Thomas, Zurcher & White, P.A.
    $49
    Standard Price
  • Thumbnail for Plan Compensation - What is it?
    Identification
    EBP1820
    Date
    May 15, 2018
    Plan compensation errors always seem to make a "Top 10 List" of mistakes…

    Speakers

    Speaker Image for Cindy Dwyer
    Managing Director, CBIZ MHM LLC
    Speaker Image for Mark Swedelson
    Vice-President, Goldberg, Swedelson & Associates Inc.
    $49
    Standard Price
  • Thumbnail for Forget Me Not - 401(k) Testing Rules
    Identification
    EBP1828
    Date
    May 16, 2018
    401(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

    Speaker Image for Amisha Patel
    Audit Principal, Johnson Lambert LLP
    Speaker Image for Deborah Walker
    National Director, Compensation and Benefits, Cherry Bekaert LLP
    $49
    Standard Price
  • Thumbnail for Common Prohibited Transactions
    Identification
    EBP1841
    Date
    May 16, 2018
    This session will discuss how common transactions in the operation of an employee benefit plan can become a prohibited transaction…

    Speakers

    Speaker Image for Bruce McNeil
    Partner, Wager Law Group
    Speaker Image for Lyssa Hall
    Lyssa E. Hall, JD, LLM
    Director, Office of Exemption Determinations, U.S. Department of Labor (EBSA)
    $49
    Standard Price
  • Thumbnail for Basic Qualified Plan Testing (Repeat of Session EBP1806)
    Identification
    EBP1845
    Date
    May 16, 2018
    Discussion of basic qualified plan nondiscrimination issues including:

    Speakers

    Speaker Image for Nancy  Manary
    Manager, Tax Services, RSM US LLP
    Speaker Image for Mark Swedelson
    Vice-President, Goldberg, Swedelson & Associates Inc.
    $49
    Standard Price
  • Thumbnail for Distributions - All You Need to Know
    Identification
    EBP1848
    Date
    May 16, 2018
    This 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

    Speaker Image for Patrick Blanchard
    Managing Director, Alvarez & Marsal
    Speaker Image for Kimberly Flett
    Partner, ERISA & Tax Financial Services, Inc.
    $49
    Standard Price
  • Thumbnail for Fringe Benefits Post Tax Reform
    Identification
    EBP1904
    Date
    May 6, 2019
    This 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

    Speaker Image for Jeffrey Martin
    Principal, Grant Thornton Advisors LLC
    Speaker Image for Deborah Walker
    National Director, Compensation and Benefits, Cherry Bekaert LLP
    $49
    Standard Price
  • Thumbnail for 401(k) Testing and Alternatives
    Identification
    EBP1907
    Date
    May 6, 2019
    An 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

    Speaker Image for Cindy Dwyer
    Managing Director, CBIZ MHM LLC
    Speaker Image for Kimberly Flett
    Partner, ERISA & Tax Financial Services, Inc.
    $49
    Standard Price
  • Thumbnail for On Auto-Pilot: Automatic Provisions Don't Always Always Equal Smooth Sailing
    Identification
    EBP1914
    Date
    May 6, 2019
    This 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

    Speaker Image for Mark Swedelson
    Vice-President, Goldberg, Swedelson & Associates Inc.
    Speaker Image for Amisha Patel
    Audit Principal, Johnson Lambert LLP
    $49
    Standard Price
  • Thumbnail for Is an ESOP Right for Your Company?
    Identification
    EBP1921
    Date
    May 6, 2019
    This 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

    Speaker Image for Mark Welker
    Partner, Husch Blackwell LLP
    Speaker Image for Keandra Greene
    Keandra Greene, Enrolled Agent
    Washington Nat'l Tax, RSM US LLP
    $49
    Standard Price
  • Thumbnail for Unrelated Business Taxable Income
    Identification
    EBP1929
    Date
    May 7, 2019
    Special 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

    Speaker Image for J. Calvin Marks
    Principal, Johnson Lambert LLP
    Speaker Image for Deborah Walker
    National Director, Compensation and Benefits, Cherry Bekaert LLP
    $49
    Standard Price
  • Thumbnail for The Specificity of an ESOP's Tax Rules
    Identification
    EBP1933
    Date
    May 7, 2019
    ESOPs 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

    Speaker Image for Mark Welker
    Partner, Husch Blackwell LLP
    Speaker Image for Anne Bushman
    Partner, RSM
    $49
    Standard Price
  • Thumbnail for Compliance Testing in Defined Contribution Plans
    Identification
    EBP1936
    Date
    May 7, 2019
    In 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

    Speaker Image for Karen Field
    Senior Director, RSM US LLP
    Speaker Image for Keandra Greene
    Keandra Greene, Enrolled Agent
    Washington Nat'l Tax, RSM US LLP
    $49
    Standard Price
  • Thumbnail for Common IRS/DOL Errors and How to Correct Them (Repeated in Session EBP1964)
    Identification
    EBP1943
    Date
    May 7, 2019
    This 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

    Speaker Image for Mark Ritter
    Managing Director, Grant Thornton LLP
    Speaker Image for Renee Cahill
    Managing Director, Grant Thornton Advisors LLC
    $49
    Standard Price
  • Thumbnail for Common IRS/DOL Errors and How to Correct Them (Repeat of Session EBP1943)
    Identification
    EBP1964
    Date
    May 8, 2019
    This 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

    Speaker Image for Mark Ritter
    Managing Director, Grant Thornton LLP
    Speaker Image for Renee Cahill
    Managing Director, Grant Thornton Advisors LLC
    $49
    Standard Price
  • Thumbnail for What Does an IRS/DOL Exam Look Like?
    Identification
    EBP1965
    Date
    May 8, 2019
    Pre and post exam and all in-between…

    Speakers

    Speaker Image for Wayne Kamenitz
    Wayne R. Kamenitz, CPA, Dual MBA Taxation & Finance
    Vice President & Regional Compliance Practice Leader, Segal Company
    Speaker Image for Christopher Shankle
    Senior Vice President, Argent Financial Group, Inc
    $49
    Standard Price
  • Thumbnail for Traps for Privately Owned Business
    Identification
    EBP1971
    Date
    May 8, 2019
    Owning 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

    Speaker Image for Eddie Adkins
    Retired Partner, Grant Thornton LLP
    Speaker Image for Carol Zurcher
    Carol E. Zurcher, C.P.A., P.F.S., C.G.M.A.
    Partner, Thomas, Zurcher & White, P.A.
    $49
    Standard Price

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