BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:8303467db3552da8f142fa84374b58ac1060 CATEGORIES:In-Person Chapter Meetings SUMMARY:Retirement Plans Start Up Costs Tax Credit - San Diego Chapter Virtual Meeting 11.18.21 DESCRIPTION:
Th
ursday, 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 i
n your confirmation email for you to log in at the designated meeting time. Zoom does require registration befor
e entering the meeting.
During this pres
entation, I will be covering the Small Employer Pension Plan Startup Costs
Credit and the Small Employer Automatic Enrollment Credit. We will be discu
ssing:
• The amount of the credit and the duration the credit may be c
laimed
• What form is used to claim the credit
• Who qualifies fo
r the credit
• Eligible startup costs
• The automatic enrollment
tax credit
• What is a highly compensated employee for pension plan pu
rposes
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 t
ax returns for individual, corporations, partnership and trusts. Jeff is a
member of California Society of Tax Consultants, the National Association o
f Enrolled Agents, and the California Society of Enrolled Agents, He has sp
oken for other chapter in Southern California. Jeff has recently agree to b
e the in coming Chapter President for CSTC SD North County.
2 Federal Law hours (Topics covering existing tax law)
< p>IRS: 18QC1-T-01585-21-OKnowledge Level: Ad vanced (More experienced)
Registration Fee (Member): $20
Registration Fee (Non-Member):
$50