THE 2026 PASS INCLUDES THIS COURSE.
Do NOT purchase this course separately if you buy a 2026 PASS.
Small business clients often seek guidance from their tax advisors on retirement plan options that can reduce taxes and support long-term financial goals. This course provides a practical overview of the most common small business retirement plans, including SEP IRAs, SIMPLE IRAs, solo 401(k)s, and defined benefit plans. Participants will learn the eligibility rules, contribution limits, and tax treatment of each plan, as well as key factors to consider when advising clients on plan selection and implementation.
Learning Objectives:
Identify the primary types of retirement plans available to small business owners.
Explain the eligibility requirements and contribution limits for SEP IRAs, SIMPLE IRAs, and solo 401(k)s.
Compare the tax benefits and compliance considerations of different plan options.
Evaluate which retirement plan structures may be most appropriate for specific small business client scenarios.
Education Information:
IRS Program Number: NMVBP-T-00330-26-O
Credit Hours: 2 CPE (NASBA); 2 CE (IRS)
Prerequisite: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based (NASBA); Online Webinar (IRS)
Field of Study: Taxes (NASBA); Federal Tax Topics/Federal Tax Related Matters (IRS)
Instructor: J. Sue Voth, EA Learn more about our instructors here.
If you can't attend this live webinar, you'll be automatically enrolled in the on demand version of this course where you can still earn CPE/CE.
Refund Policy: Refunds processed prior to noon ET the day before the live event are subject to a $25 processing fee. No refunds will be given for live webinars after noon ET the day before the event, but if you are unable to attend the live webinar for any reason you will be given access to the on demand webinar on the same topic. Click here for more information about our education, refund, and complaint policies.
