Surgent’s Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
Description
Clients often ask accounting and finance professionals 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.
Objective
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
Advanced Preparation
None
Required Knowledge
Basic individual income taxation rules
Who Should Attend
Accounting and finance professionals who will advise a business owner about selecting a pension plan for their business
Credit Types
- CPE – Taxes
Event Level:Intermediate
Event Code:CCSM-2026-01-WEBNR-222-01
Event Vendor:Surgent Accounting & Financial Education
Fields of Study:CPE - Taxes
Other fields:
- Enrolled Agent
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRS20626: Registration – Member | Mem | $105 |
| WRS20626: Registration – Non-Member | NM | $230 |
The North Carolina Association of Certified Public Accountants 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/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.