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Deferred Compensation Developments

CCH Editorial Staff

This course reviews new developments in deferred compensation, including a new form of qualified retirement plan, new rules and interpretations for retirement plan distributions and health care accounts, and protection of retirement account assets in bankruptcy.

Topics include:

  • Designated ROTH Accounts: A New Wrinkle in Retirement Planning

  • Distributions and Rollovers

  • Required Distributions

  • Valuation Abuses in Retirement Plans

  • HRAs, HSAs, and FSAs: Sorting Them Out

  • Employee Benefit Plans: Amendments and Notices

Course Details
Price:  $36.00
Field of Study:  Taxes
Prerequisites:  None
Level:  Update
CTEC course number:  1075-CE-2315
Course was last updated on:  02/01/06
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Library:

Technical Requirements:
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Credit Available For: Units
CPE 3 CPE
QAS 3 CPE
CFP® (Accepted by the CFP Board) 3 CPE
Enrolled Agent (Accepted by the IRS) 3 CPE
CTEC Federal 3 CE

Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

User Reviews
Reviewer: Yanfen W. submitted on 12/11/2007
not enough examples
Reviewer: Bob W. submitted on 12/10/2007
relevenat topics
Reviewer: Gary C. submitted on 11/25/2007
Penalty avoidance discussion
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