Virtual
Understanding Form 5500 Update
Date: Nov. 21, 2024
Time: 8 – 11:30 a.m. PT
CPE: 4
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 2022 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
1000002763-125018
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
- What's changed on the 2022 returns?
- Forms 5500, 5500SF and 5500EZ
- Form 5500: nuances and schedules
- Reporting and disclosing compliance issues
- Reporting delinquent contributions
- Failure to file
Faculty
Mark W. Clark
Mark Clark is a partner in Benefit Associates, Inc., a fee-only pension and profit-sharing plan consulting and administration firm based in Orange County. His areas of practice include complex issues relating to the design, implementation, and operation of qualified retirement plans. Clark is a member of CalCPA, the American Society of Pension Professionals & Actuaries (ASPPA), the National Institute of Pension Administrators (NIPA) and the Na...
More about Mark W. ClarkAdditional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.