August 15, 2022 8:00am – 11:30am Map & Directions 602-252-4144

Webcast: Understanding Form 5500

Description

Get a practical review of Form 5500, including 5500SF and 5500EZ, and discuss related schedules, enforcement activity, 2021 form changes, and what's on the horizon for the upcoming 5500 redesign. Learn what's changed on 2021 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.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

7:30am

Fees

Member:
$160
Non-CPA Staff:
$210
Non-CPA Staff (100% club):
$160
Non-CPA Staff (sole proprietor):
$160
Non-Member:
$210
Webcast
Specialized Knowledge
4

Objectives

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

Course Level

Intermediate

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

CPAs, attorneys, enrolled agents and financial professionals.

Prerequisites

Basic knowledge of qualified retirement and/or welfare plans.

Highlights

  • 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

Notes

None

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