TAX CODE

Retirement and health and welfare plans are subject to strict compliance requirements imposed by the governing statutes and IRS regulations. Led by speakers who put the code requirements into easy-to-understand language, these tax sessions discuss the tax foundation for qualified ERISA retirement and health and welfare plans. Hear about the tax requirements, about internal controls the IRS now asks for when examining plans and how to fix errors that turn a qualified plan into a nonqualified plan. The Tax Code track also includes nonqualified deferred compensation plans and equity compensation plans, including their taxation, reporting and deduction treatment.

May 8th, 2017 - 1:00PM2:15PM
Discover the various basic retirement plans appropriate for the small business employer....
May 8th, 2017 - 2:25PM3:40PM
In the world of 401(k) plans, many plan sponsors have utilized a variety of plan designs...
May 8th, 2017 - 2:25PM3:40PM
This session will present an overview of the nondiscrimination rules that apply to tax-...
May 8th, 2017 - 4:10PM5:25PM
Are you baffled by the 401(k) nondiscrimination testing? Would you like to better...
May 9th, 2017 - 9:45AM11:00AM
This session reviews how either common ownership or shared activities, can cause two or...
May 9th, 2017 - 11:10AM12:25PM
This session will cover the essentials necessary to understand compensation as it...
May 9th, 2017 - 1:25PM2:40PM
Distributions from qualified plans and IRAs have become an integral part of income tax...
May 9th, 2017 - 3:00PM4:15PM
This session will address: Why companies use particular plans – different plans have...
May 10th, 2017 - 7:00AM7:50AM
Join a number of Washington practitioners to understand how they learn about and...
May 10th, 2017 - 8:00AM9:15AM
This session will focus on the deduction timing of various type of compensation including...
May 10th, 2017 - 9:45AM11:00AM
Discussion of the impact of UBIT on employee benefit plans. This will include how it...
May 10th, 2017 - 9:45AM11:00AM
Most forms of compensation are impacted on a transaction. This session will focus on...
May 10th, 2017 - 11:10AM12:25PM
A review of the new environment for individually designed plans and operating plans...
May 10th, 2017 - 11:10AM12:25PM
Fringe benefits are an important part of an employee’s compensation package. This session...

Field of Study Legend

Accounting
Auditing
Behavioral Ethics
Business Management & Organization
Economics
Personal Development
Specialized Knowledge
Tax

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2