Comparing & Contrasting Retirement Plans for Businesses Webcast [CCSM]

Nov 7, 2022
Time: 10:30am-12:15pm



Credit Hours:



Member: $100.00
Non-member: $150.00

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Discussion Leader:

John M. Kilroy, CPA, CFP    more info

John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal,, and He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.

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Website registration for this course closes on November 6, 2022. To register after this date please contact the society at or 907-562-4334.

Full Description

Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses Webcast (CCSM)

November 7th, 2022 / 10:30 am 12:15 pm

Live Webcast / Zoom

Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.

Major Topics:
- Factors business owners should take into account when choosing a retirement plan
- SIMPLE Plans
- Simplified Employee Pension Plans
- 401 (k) plans
- Defined benefit plans
- Ensuring eligible employees are covered
- Employees' impact on choice of plan
- Ongoing compliance requirements
- New for 2020! Establishing a plan after the tax year end
- New for 2020! Changes to Safe Harbor 401 (k) plans
- New for 2021! Pooled employer plans

Learning Objectives:
- Understand the advantages and disadvantages of the major pension-planning options for small- and medium-sized business owners
- Help clients evaluate pension plan options and select the best pension-planning option for them for 2021 and beyond

Designed For: Any tax practitioner who will advise a business owner about selecting a pension plan for his or her business

CPE Credits: 2, Taxation

Level of Knowledge: Intermediate

Prerequisite: Basic individual income taxation rules

Acronym: CCSM

Discussion Leader: John M. Kilroy, CPA, CFP