Retirement Plans for Small Businesses
San Gabriel Valley Chapter In-Person Meeting

Date/Time:

Wednesday, August 7, 2024
11:30 AM to 2:00 PM

Location:

Bruce's Restaurant
12623 Imperial Hwy.
Santa Fe Springs, CA 90670

Topic: 

This program will present the rules and limitations for establishing Individual Retirement Arrangements (IRAs), Simplified Employee Pensions (SEP-IRAS), and Solo 401K plans. Included in the discussion will be rules regarding limitations on contributions and deductibility, creating Roth IRAs when current income exceeds the limits for making a contribution, and setting up a 401K plan for sole proprietors. In addition, basis in plan assets will be covered.

Presenter:

Chuck Woodson, EA
Tax Professional/EA for 43 tax seasons. I teach courses to tax professionals - CTEC 6 hour qualifying courses to wide variety of advanced topics workshops. I provide consultation for tax preparers who need help with specific and difficult tax situations. I've been a presenter at numerous local and statewide CSTC symposiums. Past president of the San Diego Chapter of CSTC. Currently serving as historian for the East County Chapter of CSTC.

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02008-24-I
CTEC: 1000-CE-5460

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member): $45
Registration Fee (Non-Member): $75

Cancellation and Refund Policy:
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

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 www.ctec.org.