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RECORDED Webinar: The Entity, the Plan and the Return: Taxation and Deduction Issues for Qualified Retirement Plans - 2 CE

  • 28 Oct 2018
  • 31 Dec 2018
  • RECORDED WEBINAR

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  • A member of any chapter of the WP&BC in good standing.
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RECORDED WEBINAR: 

The Entity, the Plan and the Return: 

Taxation and Deduction Issues for 
Qualified Retirement Plans


The Presentation:

This session will focus on the interplay between the entity, the qualified plan and the tax return. We will discuss the unique taxation issues that face plan sponsors taxed as C-corporations, S-corporations, partnerships, and sole proprietorships. Citing specific litigation and regulations, we will address:
  •  various strategies,
  •  best practices, 
  •  pitfalls involving plan contributions and deductions.
The Speaker: Kevin Donovan, CPA, EA, FSPA, FCA

Kevin is the managing member and founder of Pinnacle Plan Design, LLC, a third-party administrator for employer-sponsored qualified retirement plans. Kevin specializes in designing defined benefit retirement plans to maximize the benefits for business owners and principals. In 2015, Kevin received the American Society of Pension Professionals and Actuaries (ASPPA) Educator’s Award in recognition of his contributions to retirement plan education. He is a leading national speaker and published author in the pension field, specifically in the area of cash balance plan design and administration.


Kevin earned his Bachelor’s of Science in Accounting from Syracuse University and soon after became a CPA. He is a member of the American Institute of Certified Public Accountants (AICPA) and ASPPA, where he has served on the Board of Directors as well as the Government Affairs Committee (GAC).


Kevin, along with two other actuaries at Pinnacle Plan Design, authored the 2017 Defined Benefit Answer Book, published by Wolters Kluwer. He is also a founding member of the ASPPA College of Pension Actuaries (ACOPA) and a former instructor for PPD/Corbel, the nation’s largest sponsor of continuing education courses for pension professionals. In 2017, Kevin was nominated and named a Fellow of the Society of Pension Actuaries, the highest achievement within ACOPA.


Continuing Education: 2 CE

ASPPA    CPAs (CA, OR)   ERPA   JBEA   MCLE (CA)    NIPA    AIF and CFP


  Cost: $65 for members, $90 for non-members. 
A Special Thank You to Our Sponsor




Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

WEBINARS:
webinars@westernpension.org

ANNUAL CONFERENCE:
frank@wpbcsf.org

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720-837-2426

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