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Employee Benefit and Retirement Planning: Pension and Deferred Compensation Tools (MLT971G)

  Live Webinar
  120 minutes
  1:00 pm ET | 12:00 pm CT | 11:00 am MT | 10:00 am PT
Multiple Participants?
Call 1-800-223-8720
for a group pricing

Tax Implications, Benefits and Distributions of Qualified and Nonqualified Plans

There are numerous tools available to assist companies in their design and implementation of employee benefit and retirement plans. And the different tax implications of these plans must be considered. Qualified and nonqualified pension and deferred compensation plans are treated differently by the IRS – and your clients need to know the difference. Eligible deferred compensation plans under IRC 457(b) allow the contributions and the earnings on the retirement amount to be tax-deferred, according to the IRS. On the other hand, ineligible deferred compensation plans are governed by different taxation rules under the Internal Revenue Code Section 457(f). Deferred compensation payable through stock or stock options is also governed by different taxation rules. CPAs, EAs and financial planners must understand the advantages and disadvantages, tax implications, and design factors of each planning tool for both qualified and nonqualified plans, and learn how to use these tools to meet clients’ objectives.

This session with tax attorney Arthur Werner will provide an overall review of a variety of qualified and nonqualified employee benefit and retirement planning tools. At the end of this session, you will be able to compare and utilize new strategies to assist in addressing your clients’ employee benefit and retirement planning objectives.

Session Highlights

NASBA & IRS Category of Study: Taxes

Level: Basic

Who Should Attend

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Arthur Joseph Werner, JD, MS (Taxation), received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. His lecture topic specialties extensively include the areas of Estate Planning, Financial Planning, and Estate and Gift Taxa... More info

Disclaimer: The content herein does not represent any association between IRS and Eli Financial LLC. IRS neither endorses any product of Eli Financial LLC nor warrants accuracy of the content hereto.

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