Webinar: Part 2 - Retirement Planning and Social Security

October 11, 2017
Online

The Part 2: Retirement Planning and Social Security agenda includes: Small Business Retirement Plans – Choosing and Plan and Operation; 401(k); SIMPLE IRA Plans (Savings Incentive Match Plans for Employees); SEP Plans (Simplified Employee Pension); Payroll Deduction IRAs; Impact on Social Security Benefits and Future Taxability; Limited discussion on social security issues as they relate to the plans under discussion. 

October 11, 2017 - Noon to 2 pm (CST) - 2 hours of CPE

 

 

Registration: 

► To register: https://goo.gl/HXsuzx

  • $37 for 1 hour of CPE
  • $74 for 2 hours of CPE
  • Registration fee is non-refundable
  • Unable to attend the webinar you're registered for?  Let us know and we can get you registered for another webinar of your choice.

  • No advance prep is needed for our webinars
  • Webinar length: 60 to 120 minutes
  • CPE delivery mode: group internet based
  • Platform: Webinars are presented on GoToWebinar 
  • How does the attendee log onto a webinar?  You will receive an email from Kristy Maitre, which includes a special link to click on to enter the webinar.
  • System Webinar requirements: http://support.citrixonline.com/webinar/all_files/G2W010003
  • Test your Internet Connection or Audio: http://support.citrixonline.com/en_US/Webinar/all_files/G2W060001
  • To ensure no techicial difficulties, we suggest joining the webinar at 10-15 minutes before the start time.
Continuing Education: 

Who should attend:

  • enrolled agents
  • tax return preparers
  • CPAs
  • attorneys (Please contact Tiffany at tlkayser@iastate.edu if you would like CLEs for this webinar)

Please consult your state’s accrediting agency/board for its rules on admissibility of this course.  It is the responsibility of the attendee to understand and comply with state licensing CPE/CLE requirements.

Speakers: 

Kristy is the tax specialist at ISU’s Center for Agricultural Law & Taxation. Prior to joining CALT, Kristy worked for the Internal Revenue Service for 27 years. Before retiring from the IRS in 2014, Kristy was serving as the IRS Senior Stakeholder Liaison for the State of Iowa. At CALT, Kristy conducts frequent webinars and seminars on a variety of tax topics. She also instructs practitioners through her writings on TaxPlace and her free bi-weekly webinar, The Scoop: Hot Issues from the Front Lines.

Michael Miranda, CPA, QKA, AEP, MIRANDA CPA & Consulting LLC in Sioux Falls, South Dakota. Michael previously worked for Williams & Company CPA PC as a senior manager from 1989 to May of 2017. While at Williams & Company, Michael provides tax consulting, estate planning and employee benefit services. The tax areas include corporate, individual, partnership, estate and gift, and tax accounting. The employee benefit areas include employee benefit planning and consultation services for qualified and non-qualified plan and welfare benefit plans. His previous responsibilities include the management and development of the Firm’s employee benefit services. In 1976, he received a B.S. Degree in Accounting from Indiana University, South Bend, Indiana. Prior to joining Williams & Company, he was on staff as a Tax Specialist with Price Waterhouse in offices at South Bend and Minneapolis, providing tax and estate planning for individuals and small to medium-sized businesses. Professional affiliations include membership in the American Institute of Certified Public Accountants, the South Dakota Society of Certified Public Accountants, and the American Society of Pension Professional Actuaries (ASPPA).  In December 2007 he received the ASPPA QKA designation.  Michael is also a member of the National Association of Estate Planning Councils (receiving the Accredited Estate Planning (AEP) designation in October 2014). He is currently the Treasurer and Liaison Board member for the Sioux Falls Estate Planning Councils.  He currently holds CPA licenses in the states of Iowa, Minnesota and South Dakota.

CALT does not provide legal advice. Any information provided on this website is not intended to be a substitute for legal services from a competent professional. CALT's work is supported by fee-based seminars and generous private gifts. Any opinions, findings, conclusions or recommendations expressed in the material contained on this website do not necessarily reflect the views of Iowa State University.

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