Retirement Options for Small EmployersRead Time: 1 min
Member Kathy Conklin (New Orleans) will present at the 71st Tulane Tax Insitute in New Orleans, Louisiana, on “Retirement Options for Small Employers” on November 17, 2022. This presentation will offer a basic overview of the retirement plan options that best serve smaller employers and explore recent tax law changes applicable to small business retirement accounts.
One of the many topics to be explored are the recent changes brought about by the passage of the SECURE Act and the minimum required distribution timing rules applicable to retirement assets, which will greatly impact estate planning strategies with respect to small business retirement accounts. The presentation will also explore a variety of often overlooked retirement options, such as the options available when saving in a tax-deferred plan and special designations which will allow a non-spouse beneficiary to take an extended stretch payout using a beneficiary IRA. Additionally, the presenter will provide an analysis of how you know whether your company really is a small employer and the zero tax upon the sale of qualified small business stock, which is an important consideration for all small business owners.
Since the first Institute in 1951, the Tulane Tax Institute has presented a forum for attorneys, CPAs, and estate planners to hear nationally recognized tax and estate planning legal practitioners, law professors, and accountants present in-depth reviews of recent tax statutes, regulations, and decisions; learn practical tax and estate planning tips; and discuss the current issues impacting their practice.