Recent News

April 23, 2010

Taxing Matters Series Finale: Overview of Qualified Benefits Plans

Another successful season of the Taxing Matters Series is drawing to a close. The final installment of the 2009-2010 year is May 12, 12:15-1:15pm. This 1.0 CLE hour seminar, Overview of Qualified Benefits Plans, will include information about: Market Trends, 403(b) Plan Issues, 2009 Form 5500 Requirements. EGTRRA Plan Document Restatement Requirement and Corrective Procedures, the New Small Plan Safe Harbor Deposit Rules, and Buy-Sell Agreements. The presenter is Lance E. Drummand, QPA, OKA of Clark Schaefer Hackett.

Register online or by phone 614/221.4112. Event # TX100512. Fees for 1.0 CLE credit: M :$35 prepaid/$40 day-of, NM: $50 prepaid/$55 day-of, AP: $25 prepaid/$30 day-of. Thank you to the series co-chairs, Brian C. Close and Necol Russell-Washington for another good year.