Archived Webinars
CALIFORNIA'S RETIREMENT MANDATE: A COMPREHENSIVE GUIDE TO PREPARE CLIENTS
Recorded Date
February 13, 2025
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
401(k) BASICS IN THE NEW RETIREMENT LANDSCAPE
Recorded Date
March 1, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Small Business Owner
THE ADVANTAGES OF SAFE HARBOR 401(K) PLANS FOR SMBs
Recorded Date
August 10, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner
401(k) AND TAX BENEFITS FOR SMBs
Recorded Date
April 27, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner
STATE-MANDATED RETIREMENT PROGRAMS: HOW TO STAY COMPLIANT
Recorded Date
April 14, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
PRIVATE SECTOR 401(k) VS. STATE-SPONSORED IRA: A GUIDE FOR ACCOUNTANTS
Recorded Date
December 8, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner
RETIREMENT PLANS AS TAX SAVINGS FOR SMBs
Recorded Date
May 19, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, Other
401(k) OR SEP IRA? THAT IS THE QUESTION! A COMPREHENSIVE GUIDE FOR ACCOUNTANTS
Recorded Date
March 31, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner
