Small Business Retirement Plans Picking Right Plan Webcast [SBRP]

Full Description

Small Business Retirement Plans: Picking the Right Plan for Your Client Webcast (SBRP)

October 29th, 2026 / 7:00 am 9:00 am Alaska Time

Live Webcast / Washington Society of CPAs Virtual Classroom

Small businesses have many retirement plan options. The selection of the best plan helps our clients minimize taxes and secure a more comfortable retirement. Well cover how to navigate through the options and pick the best retirement plan for each client. Well have a discussion of relevant SECURE Act 2.0 developments including Roth SIMPLE and SEP IRA provisions which are effective now.

Highlights:
-Which clients are best suited for each of the following plans: SEP-IRAs.
-Which clients are best suited for each of the following plans: SIMPLE IRAs, 401(k)s.
-Traditional and Roth IRAs.
-Defined benefit plans.
-How will SEP Roth and SIMPLE Roth contributions work under the SECURE Act 2.0?
-What are the payroll tax consequences of choosing each type of plan?
-Which plans provide the greatest flexibility?
-Which plan can provide the quickest accumulation of retirement savings?

Learning Objectives:
-Identify the best type of retirement plan for small business owners, based on the underlying facts.
-Identify the payroll ramifications of different retirement plants.
-Compute the maximum available deduction for each type of plan.

Designed For: CPAs and tax practitioners.

CPE Credits: 2, Taxation

Level of Knowledge: Update

Prerequisite: None.

Acronym: SBRP

Discussion Leader: Greg White, CPA