Understanding Form 5500

Course Details

Date

Thursday, September 19, 2019

5:30am – 9:00am
(Registration: 5:00am)

Field of Study

Specialized Knowledge

Course Number

4193488C

CPE Credit

4.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CalCPA Education Foundation

Prerequisites

Basic knowledge of qualified retirement and/or welfare plans.

Description

Get a practical review of Form 5500, including 5500SF and 5500EZ, and discuss related schedules, enforcement activity, 2018 changes, and what's on the horizon for the upcoming 5500 redesign.

Learn about what's changed on 2018 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.

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

Objectives

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

Designed For

CPAs, attorneys, enrolled agents and financial professionals.

Registration for this course has passed.

Course Pricing

Member Fee Applicable if you are a HSCPA member in good standing.	$120.00
Non-Member Fee Applicable if you are not a HSCPA member.	$188.00
Your Price	$188.00