Practical Small Business Retirement Planning: SEP-IRA's, , SIMPLE IRA's, Traditional and Roth IRA's LARS

Tuesday, January 25 12:00pm - 4:00pm PST

(Check-In 11:30am PST)

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WSCPA Learning Center Room 1

902 140th Ave NE
Bellevue, WA 98005

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4.0 Credits

Member Price $158.00

Non-Member Price $183.00

Overview

LARS: Live Audience, Remote Speaker

Small businesses have many retirement plan options. We'll cover how to navigate through the options and pick the best retirement plan.

Highlights

SEP-IRAs. SIMPLE IRAs. 401(k)s. Traditional and Roth IRAs. Defined benefit plans.

Prerequisites

None.

Designed For

CPAs and tax practitioners.

Objectives

Identify the best type of retirement plan for small business owners, based on the underlying facts. Identify the payroll ramifications of different retirement plants. Compute the maximum available deduction for each type of plan.

Preparation

None.

Notice

LARS stands for Live Audience, Remote Speaker. We will serve lunch at these locations, but the instructor will be webcasting into the classroom.

All attendees at this event will be required to show proof of COVID-19 vaccination or a negative COVID-19 test and to wear a mask. Masks will be available for those needing them. Please review our current COVID-19 Health and Safety Policies for more details.

Leader(s):

Leaders

George Koutelieris

4.93 stars out of 5

“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

George Koutelieris, CPA, is a shareholder with the firm Johnson & Shute P.S. He subsequently received his Master’s in Taxation from Golden Gate University graduating with Highest Honors in 2010 and being awarded the Outstanding Graduate Tax Student Award for the Seattle campus of Golden Gate. He is currently an Adjunct Professor at Golden Gate University teaching various tax courses. George’s practice includes planning and consulting on complex transactions including formations, liquidations, mergers and acquisitions, purchase and sales, multi-state and international tax for closely held businesses and their owners. In addition, George provides compliance and representation services before the IRS and various state taxing agencies for clients. George is also an active speaker on various tax topics, having presented in the past for Golden Gate University, the Washington Society of Certified Public Accountants, and the Oregon Society of Certified Public Accountants. George Koutelieris and Greg White are available to teach in-house courses in tandem for company CPE needs.

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Gregory White

4.96 stars out of 5
“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

Greg White, CPA, has practiced tax accounting for more than 35 years. He is founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, Washington, which serves a successful entrepreneurial client base. He also owns and operates State of the Art Tax, LLC, a tax education company. Greg is in his twelfth year as an Adjunct Professor at the Golden Gate University’s Seattle Campus. Greg is licensed to practice in and has argued cases before the U.S. Tax Court. He has been named a “Top 50” IRS Practitioner by CPA Magazine. Greg has extensively presented tax CPE, predominantly on the west coast, over the last decade and has written and presented live courses and webinars for CCH and others nationally. He has presented tax topics in the Pacific Northwest on TV including spots on KOMO TV and King TV.

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Non-Member Price $183.00

Member Price $158.00