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Retirement Plan Tax Law and Update - Orange County South In-Person Chapter Meeting 6.24.21
Mission Viejo Elks Lodge
25092 Marguerite Pkwy
Mission Viejo, CA 92692
Thursday, June 24, 2021, 6:00 PM - 8:00 PM PDT
Category: Chapter Meetings

 Retirement Plan Tax Law and Update
Orange County South Chapter In-Person Meeting

Date:

Thursday, June 24, 2021
6:00 to 8:00 PM

Location:

Mission Viejo Elks Lodge
25092 Marguerite Pkwy
Mission Viejo, CA 92692

Description:

Find tax information for retirement plans, including choosing and maintaining your plan, and filing and reporting requirements. Join us for a night of fun while talking about our future, retirement plan comparison.
1. Retirement Plan Comparison (Part 1)
2. Individual Retirement Arrangements (IRA)
3. Tax Savings Case Studies - Retirement Plan Tax Law and Update (Part 2 of 2)
4. Health Savings Account (HSA)
5. Required Minimum Distribution (RMD) Rules
6. Inheritance Rules

a. Surviving Spouse
b. Surviving Children
c. Others

7. Tax-Free Retirement Income Spending Roth IRA

a. 401(k) ROTH
b. Permanent Life Insurance

8.Tax Savings Case Studies

a. Self-Employed Solo 401(k) vs. Corporation 401(k)
b. Corporation 401(k) vs. Defined Benefit

Speaker:

Lloyd Boucher - The Tax Forensics Expert, EA
Lloyd is an Enrolled Agent (EA)and a Retirement Income Certified Professional®(RICP®). Presently serving as Treasurer for CSTC OC South since 2020.

CPE Information:

1 Federal Law hours (Topics covering existing tax law)
1 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01505-21-O / 18QC1-T-01506-21-O
CTEC: 1000-CE-4906

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Member Registration Fee (Before 6/22/21):  $30
Non-Member Registration Fee (Before 6/22/21): $60

Member Registration Fee (After 6/22/21):  $40
Non-Member Registration Fee (After 6/22/21): $70

Menu Options - no extra charge
Entrée Choice: Panera Bread Half Sandwich/Half Salad

Half Sandwich Choices: Steak and Arugula, Napa Almond Chicken Salad, Tuna Salad, Meditteranean, Veggie
Half Salad Choices: Caesar Salad, Strawberry Poppy Seed, Fuji Apple, Greek Salad

Registration:

Please click the registration button below or Contact Jerrie Muir at (949) 633-6379 or email at [email protected] to register for this meeting. No refunds after June 23, 2021.


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.

Contact: Contact Jerrie Muir at (949) 633-6379 or email at [email protected] to register for this meeting.