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Webinar (CA): Understanding Form 5500

Description

Get a practical review of Form 5500, including 5500SF and 5500EZ, and discuss related schedules, enforcement activity, 2019 changes, and what’s on the horizon for the upcoming 5500 redesign. Learn what’s changed on 2019 forms and schedules, as well as the latest filing requirements to ensure DOL and IRS compliance. Topics will also touch on delinquent filing procedures using voluntary compliance programs.

Learning Objectives

• Identify the issues involved in preparing the Form 5500 series.
• Outline Form 5500 and related regulatory changes.
• Identify the latest disclosure requirements.

Major Topics

• What’s changed since last year’s returns?
• What’s the latest on the proposed 5500 redesign?
• Forms 5500, 5500SF and 5500EZ
• Form 5500: nuances and schedules
• Reporting and disclosing compliance issues
• Reporting delinquent contributions
• Failure to file

Provider
California CPA Education Foundation
Course Level
Intermediate
CPE Field of Study
Tax
4
Who Should Attend

CPAs, attorneys, enrolled agents and financial professionals.

Instructor(s)
Mark Clark
Prerequisites

Basic knowledge of qualified retirement and/or welfare plans.

Advanced Preparation

This webinar is produced by AICPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Aug 19, 2021
9:00 am - 12:30 pm MDT
Location
Webinar
Total CPE Credits
4
Format
Webinar

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$149.00

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$199.00
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Webinar (CA): Understanding Form 5500


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