There are numerous tools available in the field of employee benefit and retirement planning. This course provides an overall review of a variety of qualified and nonqualified planning tools. Understand the advantages and disadvantages, tax implications, and design factors of each one, and learn how to use these tools to meet clients’ objectives.
Six steps in the employee planning process. How to design the right pension plan for a business client. Advantages and disadvantages of a defined contribution plan. Advantages and disadvantages of a defined benefit pension plan. How Keogh plans differ from other qualified plans. Distribution and rollover rules of an IRA and Roth IRA; advantages and disadvantages of simple IRAs. Design features of a money purchase pension plan. Types of benefit and contribution formulas under a nonqualified deferred compensation plan. Tax implications when using a nonqualified deferred compensation plan. How to use vesting provisions in a profit-sharing plan. IRC Schedule 401(k) plan issues. The “Roth 401(k)”. Features of a SEP. General rules of qualification under qualified pension and profit-sharing plans. Basic outline of the complex retirement plan distribution rules. Distinctive steps to installing a qualified plan.
CPAs, EAs, attorneys, finance professionals, and financial planners
Compare a variety of qualified and nonqualified planning tools to assist in addressing clients’ employee benefit and retirement planning objectives.
4.94 stars out of 5 - speaker rating for 2019
“Art Werner is a great speaker. Smart and entertaining.”
“Very well done! [Art Werner is] engaging and answered questions.”
“Great use of examples [by Art Werner], made the day fly by.” - past attendees
Art Werner is currently a shareholder in and is the President of the lecture firm Werner - Rocca Seminars, Ltd. Mr. Werner’s areas of expertise include business, tax, financial, and estate planning for high net worth individuals.
In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University located in Philadelphia, Pennsylvania.
Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants, Enrolled Agents, Insurance Agents, and Financial Planners, and has presented well in excess of 2,000 eight-hour seminars over the past 20 years. Over the past 20 years, Mr. Werner was rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Non-Member Price $309.00
Member Price $259.00
This event is cancelled