Kelly Davis

Principal, Employee Benefit Plans | CliftonLarsonAllen LLP

Kelly Davis leads CLA’s employee benefit plan consulting and tax practices of who consults nationally with employers on a wide array of employee benefit tax and ERISA compliance matters in the areas of qualified and nonqualified employee benefit plans, executive compensation, healthcare reform, tax-favored health plans, fringe benefits, employee benefit plan accounting, tax implications and resolution of complex benefit issues for plan sponsors of various sizes and industries.


Sessions

The AICPA has a wealth of resources for many aspects of ERISA and retirement planning. AICPA staff and members will review these resources to give participants familiarity with what they can offer More

Session will examine the importance of Sections 404(c) and 404(a)(5) and the application in qualified plans to help facilitate the auditor's procedures.
Learning Objectives: