Tax Deductions after PPA: Cruising on the 404

Presented by Joan A. Gucciardi, MSPA, CPC, Gucciardi Benefits Resources, a Division of Summit Benefit & Actuarial Services and Martin L. Pippins, Manager, EP Technical Guidance and Quality Assurance Internal Revenue Service

> RECORDED Register online for recorded webcast
> Download registration form [PDF: 165K]

What's the Topic?

For many of our clients, the tax deduction for retirement plan contributions drives their decision to implement or enhance their plans. The Pension Protection Act has accelerated the amount of tax deductible contributions that plan sponsors can make. In this webcast learn about:

1. The maximum contributions that can be made to defined benefit plans this year and in 2008;
2. The expanded limits under IRC§ 404(a)(7) on combined defined benefit and defined contribution plans this year and in 2008;
3. Whether the flip/flop method has met its demise;
4. What EGTRRA permanency means for plan sponsors.

ASPPA Members and Continuing Education

Be a part of the seminar and earn 2 ASPPA continuing education credits while getting answers to your tough questions without leaving your office! Check the CE section of the website to learn how to use this program for in-house training. ASPPA will not issue any certification of attendance.

Open Registration

To register via fax, download the registration form (PDF: 173K), complete it, and fax it to ASPPA at 703.516.9308. The webcast presentation costs $150 for ASPPA members and $250 for nonmembers.

How Do I Participate?

Test your system's capabilities by completing the Browser Check - click on Attendee Login and use 'demo' as the Show Code, and complete the rest of the fields. If you do not pass, follow the instructions online or call 303.499.6645 for assistance. If you do pass, you are all set. The webcast recording is conducted completely via the Internet. Recordings are usually available one week after the original presentation, and are available for one year. The recording can be viewed once.

All you then need to do is complete the registration form (PDF: 173K) or register online. Registrants receive confirmation and detailed instructions via e-mail. Please note that confirmation will be sent to the registered attendee's e-mail address. No other notification will be sent. The ASPPA staff cannot confirm the receipt of registrations over the phone.

Please Note

The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content of the statements and materials presented by speakers during ASPPA's webcasts.

Need More Information?

Contact ASPPA at 703.516.9300 or e-mail us at webcast@asppa.org.