TaxSpeaker

Business Pension Plans

Live Seminar

Credit Hours: 4

By: Bob Jennings CPA, EA, CFP®

    Number of Attendees:

    $150.00
     
    IRS Number: 5KBKR-T-00540-18-I
    CFP Course Number: 248687
    Event Description:

    This course covers defined benefit plans, defined contribution plans including:401(k), Roth 401(k), Solo 401(k), and all forms of IRAs including SEP, SIMPLE and much more!

    Sponsor Details

    Sponsor: TaxSpeaker

    TaxSpeaker is a unique, practitioner-led seminar company known for providing practical, useful information presented by extremely energetic, interesting and knowledgeable speakers. Nobody falls asleep at these lively training classes! These industry-leading classes are presented for over 25 state societies as well as via online webcasts and on-demand internet based training.

    Attendees receive the most up-to-date guidance and value in the form of real practitioner speakers, free monthly newsletters for practitioners, lunch included at every full-day live class, free 2-hour ethics self-study class for all 1040 attendees. And all of this comes from a US-owned, practitioner-based seminar company. Speaker presentations use the most recent information available throughout the season to give our attendees the most up to date information.

    Knowledgeable speakers, passionate presentations and practicality-are the marks of a TaxSpeaker seminar.

    Attendee Requirements


    • Dress warmly in layers as the room may be cool.

    • The registration fee includes: highlighter pen, notepad, reference manual, and E-Book.

    Disclaimer

    Fees/Schedule All Jennings Sponsored Group-Live 8 hour seminars begin promptly
    at the stated time, break for 30 minute lunch, have 2-10 minute breaks and end promptly at the stated time.

    Cancellation, Transfer and Refund Policy
    IF YOU PURCHASED THIS COURSE IN A PACKAGE THE CANCELLATION/REFUND POLICY IS AS FOLLOWS-FULL REFUND FOR UP TO 30 DAYS FROM ORDER DATE AND AFTER THAT DATE THERE WILL BE NO REFUNDS FOR THE PACKAGE BUT WE WILL TRANSFER YOU TO ANY OF OUR WEBCASTS COMPARABLE TO YOUR PURCHASE.


    For Individual Seminar Purchase (not in the Seminar Package)-Registration fees will be refunded in full for up to 30 days in advance of the seminar. Registrations cancelled between 1-30 days prior to the seminar date are subject to a $50 cancellation fee.

    For more information regarding administrative policies, complaints and refunds please contact us at 877-466-1040 or visit www.taxspeaker.com. NO REFUNDS WILL BE ISSUED AFTER THE SEMINAR BEGINS. NO EXCEPTIONS. Please call us at 877-466-1040 for auxiliary aid needs.

    Continuing Education


    Jennings Advisory Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
    NASBA Sponsor #108251

    Jennings Advisory Group, LLC has entered into an agreement with the Return Preparer Office,Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR.

    ALL OF OUR COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**

    Event Details
    Seating:
    LIMITED
    Cost:
    $150.00
    Hours:
    4
    Event Dates and Times

    TIME ZONES: PLEASE NOTE: All live seminar times are listed for the time zone which the seminar is being held.

    Date:   May 07, 2018
    Time:   10:00 AM    Add to Outlook
     
    Event Location
    Venue:
    TaxSpeaker
    Address: 4403 Hamburg Pike, Suite B Jeffersonville, IN 47130
    Contact Information
    Speaker Bio(s)
    Vjcegvmicegh7ooh9m7n8cvei%3d&expires=1527257179
    Bob Jennings CPA, EA, CFP®

    Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana),and an IRS Enrolled Agent. Bob is also a prolific author and has published over 60 professional ar...

    Contact:
    Samantha Zarantonello
    Email:
    info@taxspeaker.com
    Phone:
    812-288-1513 or 877-466-1040
    Testimonials

    Testimonial

    Event Objective
    Upon completion of this course, the student should be able to: · Compare and contrast different types of retirement plans and discuss top heavy rules with clients; · Provide clients with detailed information about defined contribution and defined benefit plans; · Define SEPs to clients and summarize advantages and disadvantages of these plans; · Define SIMPLE plans to clients and summarize advantages and disadvantages of these plans;

    Field of Study
    Taxes

    Prerequisites
    None

    Event Level
    Basic

    NASBA Category
    Taxes