Prev MonthPrev Month Next MonthNext Month
Retirement Plans Start Up Costs Tax Credit - San Diego Chapter Virtual Meeting 11.18.21
Thursday, November 18, 2021, 4:00 PM - 6:00 PM PDT
Category: Chapter Meetings

Retirement Plans Start Up Costs Tax Credit
San Diego Chapter Virtual Meeting


Thursday, November 18, 2021
4:00 PM to 6:00 PM PST


Online Meeting via Zoom
This will be a Zoom Meeting. Once you register and pay the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 


During this presentation, I will be covering the Small Employer Pension Plan Startup Costs Credit and the Small Employer Automatic Enrollment Credit. We will be discussing:
• The amount of the credit and the duration the credit may be claimed
• What form is used to claim the credit
• Who qualifies for the credit
• Eligible startup costs
• The automatic enrollment tax credit
• What is a highly compensated employee for pension plan purposes


Jeffrey L. Halbert, EA
Jeff is an Enrolled Agent and has been practicing for 17 years. He is the president of JLHEA, Inc. located in Escondido, California. Jeff prepares tax returns for individual, corporations, partnership and trusts. Jeff is a member of California Society of Tax Consultants, the National Association of Enrolled Agents, and the California Society of Enrolled Agents, He has spoken for other chapter in Southern California. Jeff has recently agree to be the in coming Chapter President for CSTC SD North County.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01585-21-O
CTEC: 1000-CE-4994

Knowledge Level: Advanced (More experienced)


Registration Fee (Member): $20
Registration Fee (Non-Member): $50

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at

Contact: [email protected]