1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Details
Date: September 5, 2025
Time: 10:00 am - 02:00 pm
Cost: $200.00 to $270.00
Event Category: Taxes,Business Tax,Personal Tax,Payroll
Organizer
OAIA
Phone: (503) 282-7247
Email: info@oaia.net
Venue
Live Streaming Webinar

, US
+ Google Map
Phone:
Website:
Visit Venue Website
Speaker

Bob Jennings, CPA, EA
Bob
Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana), a licensed CFP, an IRS Enrolled Agent and a Registered Tax Return Preparer. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for FoxBusiness.com. As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at TaxSpeaker.com.

Webinar - Business Pension Plans


Event Description

Business Pension Plans Webinar

 

In this course you will receive an overview of various retirement plans and their top heavy rules, rollovers, vesting and Safe Harbors.  In addition, you will be able to define Money Purchase Plan and SEP-IRAs as well as identify SIMPLE plans and apply all the new Secure Act 2.0 rules.  Participants will gain an understanding of defined contribution plans, including such topics as profit sharing, money purchase, and single, solo, or Roth 401k's.  This course will cover comparison tables, new pension plan credits, defined benefit plans, creditor protection, and rollovers as business startups (ROBS).

 

Additional Information
Course Objective

After attending this class you will have a basic understanding of business pension plans.

CPE Hours : 4
Level : Intermediate
Prerequisites : None
Field Of Study : Taxes

Price for members : $200.00
Price for nonmembers : $270.00


Copyright © 2016 OREGON ASSOCIATION OF INDEPENDENT ACCOUNTANTS