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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 redsign?
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

None

Location
Webinar
Register Now
When
Aug 31, 2020
9:30 am - 1:00 pm MDT
Location
Webinar
Total CPE Credits
4
Format
Webinar

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Webinar(CA): Understanding Form 5500


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