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Same-Sex Marriage Decisions by the Supreme Court Open Doors for Tax Planning and Benefits
PPC’s Guide to Small Employer Retirement Plans provides practical guidance for plan advisors, administrators, and fiduciaries for all qualified retirement plan needs – from plan design and administration to termination. It covers plans typically sponsored by small businesses, including profit-sharing plans, 401(k) plans, SEPs, SARSEPs, SIMPLE IRA plans, payroll deduction IRAs, and defined benefit plans.
PPC’s Guide to Practical Estate Planning can help you develop practical solutions to wealth transfer challenges. The recent changes will significantly impact the focus of estate planning. It’s more important than ever to revisit your clients’ existing estate plans to help them plan for their financial and personal needs after retirement, as well as evaluate and help them implement their goals for transferring their wealth. Estate planning involves both tax saving and nontax planning services.
PPC’s Guide to Compensation and Benefits provides the tools needed to structure optimal compensation and fringe benefit plans. It will help you understand the different types of compensation and benefits that companies are currently offering and their tax implications. The Guide provides clear explanation, analysis, and advice that can be used to quickly evaluate fringe benefit alternatives, design compensation plans that motivate key executives, ensure compliance with IRS rules, and avoid costly mistakes.
This webinar will review the history of Windsor and Obergefell Supreme Court Cases and the progress of marriage equality in the U.S. and its impact on taxation. We will also cover issues LGBT couples (married and not married) are facing from a tax perspective, including the possible need for amended income tax returns, and how to recover payroll taxes. Finally, we will discuss economic and tax issues that should be considered when helping clients quantify the financial impact of marriage.
WEBINAR | 2 CPE | $89 or
FREE for Premier Plus Subscribers*
» August 28, 12:00 PM—2:00 PM CST
» September 25, 12:00 PM—2:00 PM CST
» October 30, 12:00 PM—2:00 PM CST
» December 11, 12:00 PM—2:00 PM CST