Live Events

Leveraging Current Expenses to Drive Larger Tax Deductions

Wednesday, September 27, 2017 – 11:00 AM – 1:00 PM
Nashville City Club | 201 4th Ave N, Nashville, TN 37219

With renewed gridlock in Washington it’s safe to say there will be no meaningful tax reform in the near future. Join us as we explore ways to take advantage of existing opportunities in the tax code that can drive larger tax deductions while sharpening your competitive edge in the marketplace.

Key Takeaways:

  1. Discover how to transition an employee expense into a meaningful benefit
  2. Identify additional tax deductions that come with little to no cost
  3. Establish new compensation strategies to attract and retain key talent

Speakers:

Jason Meadows, CPA
Tax Partner – Frazier & Deeter

Richard Phillips, AIF, ERPA, CPC, QPA, QKA
President & CEO – ERISA Consultants

Jeff James, CPA
Audit Partner – Frazier & Deeter

 

Webinars

ASPPA Webcast: Advanced Testing II: Coverage and Non-Discrimination Testing

Tuesday, November 7, 2017

2:00 – 3:40 p.m. ET

Multiple DC plans, combined with a cash balance plan, can provide greater flexibility to achieve the plan sponsor’s objectives. However, the interplay amongst coverage testing, non-discrimination testing, and top-heavy status lead to a quagmire of regulations. In this webcast we will explore in-depth this interplay and associated risk to establish a plan design and testing roadmap that ensures passage. Supplemental material includes a plan design and testing roadmap, and real-world case studies.
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Key Takeaways:
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1. Discover the sequencing difference between plan design and conventional compliance testing.
2. Identify tripwires that can derail expected outcomes.
3. Master forward testing techniques that ensure passage of coverage and non-discrimination testing when a plan becomes top-heavy.
4. Establish best practices for data mining to achieve sustainable retirement outcomes.
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Presenter:
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Richard Phillips, AIF, ERPA, CPC, QPA, QKA
President & CEO – ERISA Consultants

Leveraging Current Expenses to Drive Larger Tax Deductions – Deep Dive

Wednesday, November 8, 2017

Presenter:

Richard Phillips, AIF, ERPA, CPC, QPA, QKA
President & CEO – ERISA Consultants

ASPPA Webcast: Advanced Testing: 410(b) Coverage Testing of Combo Plans, ESOPs, and 403(b) Plans

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Available On-Demand until 1/1/2018

Where there are opportunities there are also challenges. Section 410(b) is the gateway to creating custom plan designs to achieve multiple objectives but is fraught with challenges. In this webcast we will explore the opportunities of using multiple plans to achieve client specific objectives, and dive into the details to ensure the plans satisfy coverage before proceeding to non-discrimination testing.
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Key Takeaways:
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1. Discover the plan design opportunities in Section 410(b) with a split plan
2. Master shortcuts that can expedite the testing process
3. Establish best practices for snapshot coverage testing to achieve better outcomes when testing for non-discrimination.
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Presenter:
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Richard Phillips, AIF, ERPA, CPC, QPA, QKA
President & CEO – ERISA Consultants

CPA Firm Continuing Education: Advanced Testing: 410(b) Coverage Testing of Combo Plans, ESOPs, and 403(b) Plans

Private Event – 11/9/2018

Where there are opportunities there are also challenges. Section 410(b) is the gateway to creating custom plan designs to achieve multiple objectives but is fraught with challenges. In this webcast we will explore the opportunities of using multiple plans to achieve client specific objectives, and dive into the details to ensure the plans satisfy coverage before proceeding to non-discrimination testing.
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Key Takeaways:
|
1. Discover the plan design opportunities in Section 410(b) with a split plan
2. Master shortcuts that can expedite the testing process
3. Establish best practices for snapshot coverage testing to achieve better outcomes when testing for non-discrimination.
|
Presenter:
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Richard Phillips, AIF, ERPA, CPC, QPA, QKA
President & CEO – ERISA Consultants