Content Provider
Guideline

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Self-Study CPE
ESOP OVERVIEW FOR OWNERS, CFOs & CPAs
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1099 REGULATIONS & CHALLENGES
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FRINGE BENEFITS ALPHABET SOUP
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AMENDING TAX RETURNS: THE X FACTOR
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2022 FILING SEASON CHANGES FOR 1099 REPORTING
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INDIVIDUAL TAX UPDATE 2022
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BUSINESS TAX UPDATE 2022
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CRYPTOCURRENCY TAXATION: WHAT PRACTITIONERS NEED TO KNOW
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CRYPTOCURRENCY TAX UPDATE 2022
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IRS FORM 1040 SCHEDULES C AND E: SIMILARITIES AND DIFFERENCES
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Free cpe webinars
The Advantages of Safe Harbor 401(k) Plans for SMBs

THE ADVANTAGES OF SAFE HARBOR 401(K) PLANS FOR SMBs

Available Date(s)
Wednesday, July 06, 2022: 1:00PM EDT
Wednesday, July 20, 2022: 12:00PM EDT
Wednesday, July 27, 2022: 11:00AM EDT
Wednesday, August 03, 2022: 1:00PM EDT
Wednesday, August 10, 2022: 12:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Small business owners underutilize 401(k) plans—mostly due to cost, confusion, and limited resources. That’s why these owners need the guidance of their accountant advisors. A modern-day 401(k) can be a low-cost, easy-to-navigate solution and now comes with increased tax benefits thanks to recent tax law changes.

Join this informative one-hour webinar to hear our 401(k) expert share her experiences helping SMBs develop their ideal 401(k) plans in a changing tax and regulatory environment. You’ll also learn about IRS nondiscrimination testing and how a Safe Harbor 401(k) plan might be a better option for your clients.


Learning Objectives:


  • Define a 401(k) plan and learn how to introduce it to your small business clients

  • Identify 401(k) tax advantages

  • Define nondiscrimination testing and identify Safe Harbor 401(k) plans

  • Evaluate state-mandated IRA programs and how Safe Harbor 401(k) plans can be a potential alternative

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Nicolle Willson, JD, CFP, C(k)P

Guideline Inc.
Senior Manager, Retirement Consulting

(888) 228-3491

Guideline

Nicolle Willson, JD, CFP, C(k)P, heads the Guideline Retirement Consulting department. Formerly an attorney who graduated from the UCLA School of Law, Nicolle found her true passion for financial planning and helping individuals achieve their retirement and other financial goals. She now translates her 10+ years of financial planning and wealth management experience into helping small business owners create the perfect 401(k) plans for themselves and their employees.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Guideline
We’re a team of entrepreneurs, investment pros, and technologists who are building better ways to plan for the future.

We're the only 401(k) provider that doesn't charge employees any fees on investments. And for employers, we offer transparent monthly pricing, in contrast to the asset-based fee model predominant in the industry.

By offering a full-stack solution that automates plan administration and compliance, the Guideline team is combatting what's, unfortunately, become the retirement industry status quo — legacy providers have put profit over the interests of employees, abandoning the goal of the program in the first place: to give employees the opportunity to save as much as possible for retirement.