Virtual
Form 5500 Annual Update 25-26
Date: May 28, 2025
Time: 8 – 11:30 a.m. PT
Member
$175.00
Nonmember
$229.00
Members, log in to access your discount.
Overview
It's essential to stay current on Form 5500 filing rules and requirements. Get a practical review of Form 5500, including 5500SF and 5500EZ. We'll discuss the changes for 2025 and how different government agencies use the form to target enforcement efforts. We'll review the related schedules, how to report late contributions, and what to do if your clients miss a filing deadline.
Product Code
1000003899-132589
Credit Type
CPE: 4CPE-Technical: 4CTEC-TX: 4IRS-TX: 4MCLE: 3MCLE LS-TX: 3Accessibility
Closed Captioning Available
Intended Audience
CPAs, attorneys, enrolled agents and financial professionals
NASBA Field of Study
Taxes
Level of Difficulty
Intermediate
Prerequisites
Basic knowledge of qualified retirement and/or welfare plans.
Advance Preparation
None
Learning Objectives
Major Subjects
- Forms 5500, 5500SF and 5500EZ
- Form 5500: nuances and schedules
- Reporting and disclosing compliance issues
- Reporting delinquent contributions
- Failure to file
Other Dates
Faculty
Additional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.