Group Retirement Plan Opportunities: Tax Credits for Small Employer Plans Under SECURE 2.0 – Free for SDCPAS Members (GRPO-WEB)

1.00 CPE Credit Hours

Your Society Membership has entitled you to this free member benefit - an opportunity to earn 1-hr of CPE.     

A link to access the course will be emailed to all attendees the day prior to the event. Registration IS REQUIRED for this course.   

Course time is listed in Central Standard Time.

CPAs who may be either retirement plan sponsors (including those thinking about starting a plan) or private practice accountants working with business clients.

New laws and regulations are driving changes in the retirement plan industry. This course will reveal the drivers behind these changes, outline standard to advanced tax advantaged plan and plan design opportunities for businesses, owners, and their employees, and cut through the often-misunderstood service provider options from which to get help.

• Information and insights on the new federal tax credits from SECURE 2.0 legislation that makes now the best time ever to start a new SIMPLE IRA or 401(k) Plan.
• Retirement plan tax saving opportunities broken down for businesses and owners, higher income earners, and low to middle income earners. 
• Clarification on retirement service provider roles and an insightful construct for choosing service providers.
  

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