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SFLL Lunchtime Speaker Series   Tags: classes, mcle, participatory credit, san francisco, seminars  

A guide to upcoming and past free Lunchtime Programs at the San Francisco Law Library.
Last Updated: Aug 10, 2017 URL: Print Guide RSS UpdatesEmail Alerts

Choosing a Retirement Solution Print Page

Wednesday, June 14, 2017 from 12:00 to 1:00 PM

Wednesday, June 14, 2017, 12:00 to 1:00 PM

Choosing a Retirement Solution for Your Small Business Client

Presented by

Christine Kerley, J. D.

Benefits Advisor with the U.S. Department of Labor

1 Hour of Free General Participatory MCLE Credit


Related Books

Here are some related books. You can also check out our NOLO Legal Information Reference Center, a free database accessible outside of the library through our website.

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IRAs, 401(k)s and Other Retirement Plans - Twila Slesnick; John C. Suttle
Call Number: Available Online
ISBN: 9781413321630
Publication Date: 2015-06-29
Take cash out of your retirement plan while avoiding taxes and penalties If you have a retirement plan, IRAs, 401(k)s & Other Retirement Plans is your comprehensive guide on taking money out of it. Make sense of the complex tax rules governing when you can take money out of your plan and how much--all while avoiding the penalties and taxes that lurk in the fine print. In plain English, this book covers the most common retirement plans, including 401(k)s, IRAs, profit-sharing plans, Keoghs, pensions, and tax-deferred annuities. It helps you answer these questions: What kind of retirement plan do I have? Can I take money out of my plan before I retire? Can I borrow money from my 401(k) to buy a house? What should I do with my 401(k) when I switch jobs? What is a Roth 401(k)?Can I set one up? When do I need to start taking money out of my plan? What happens to my plan when I die? Completely updated, IRAs, 401(k)s & Other Retirement Plans provides clear examples to guide you through the decision-making process and the crunching of tax numbers. Samples of tax forms required by the IRS are also included, as well as easy-to-follow instructions on completing them.

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Tax Savvy for Small Business - Frederick W. Daily; Jeffrey A. Quinn
Call Number: KF6491 .D35 2014
ISBN: 9781413319460
Publication Date: 2013-11-29
The essential small business tax strategy book for the savvy entrepreneur Named ""Best Tax Book"" by Entrepreneur magazine Understanding the tax system is vital to the health of every small business. Virtually every decision a business makes has tax consequences that can affect its bottom line -- and the IRS is always watching. Develop the best tax plan for your small business, learn the ins and outs of the tax code, and create comprehensive strategies to get back the most from the IRS with this all-in-one guide. Tax Savvy for Small Business provides essential information that will free up your time and money for what counts -- running your business effectively. Completely updated for 2013 returns, it explains how to: - choose the best business entity - deduct current and capitalized expenses - write off long-term assets - keep records that will head off trouble with the IRS - get tax breaks from business losses - deal with payroll taxes - negotiate payment plans for late taxes - handle an audit - get IRS penalties and interest reduced - maximize retirement funds - take advantage of fringe benefits - use retirement funds as a tax break Thisnbsp;edition of Tax Savvy for Small Business is completely updated and provides the latest tax breaks, rules, forms, and publications, including substantive changes and the latest tax numbers for 2013 returns. nbsp;


Choosing a Retirement Solution for Your Small Business Client

Wednesday, June 14, 2017, 12:00 to 1:00 PM

Choosing a Retirement Solution for Your Small Business Client



Presented by Christine Kerley, J.D.

Benefits Advisor with the U.S. Department of Labor

1 Hour of Free General Participatory MCLE Credit


The U.S. Department of Labor, Employee Benefits Security Administration (EBSA), in partnership with the Internal Revenue Service, developed this presentation to assist attendees in choosing a retirement plan for small businesses. The program provides an overview of different retirement plans and their features. This presentation is part both agencies’ ongoing efforts to help small employers and their service providers to understand and comply with federal retirement plan tax reporting and fiduciary law by providing publications, websites, outreach and telephone assistance.

Christine Kerley has worked with EBSA since 2006, during which time she has held positions as Investigator and Benefits Advisor. She has conducted investigations and informal reviews dealing with a wide range of ERISA compliance issues. Ms. Kerley is a member of the California State Bar, and holds a B.A. from the University of California, San Diego and a J.D. from the University of California, Hastings College of the Law.

This is the first in a series on employment benefits presented by the U.S. Department of Labor and the San Francisco Law Library. MCLE materials will be provided at the program.


Related Self-Study MCLE

The Library has a large collection of self-study MCLE materials available to check out or use in the library.  If you need more MCLE credit, take a look at our MCLE Guide.

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#39B: Five Top Mistakes to Avoid Re: Income and Estate Planning with Retirement Assets (1 hour) - Versatape
Call Number: KFC195 .B37 2014cd
Publication Date: 2014
Learn about beneficiary mistakes, confusion about rules governing inherited IRAs, trust as beneficiary, missing the Net Unrealized Appreciation Opportunity, prohibited transactions, and IRS Notice 2014-54. (2014)

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#68A: Small Businesses' Do's and Don'ts Re: IRS (1 hour) - Versatape
Call Number: KF6491 .H84 2013cd
Publication Date: 2013
Attorney Ron Hughes discusses tax controversies and how best to deal with the Internal Revenue Service. (2013)


Choosing a Retirement Solution - Wednesday June 14, 12:00-1:00 PM


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