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Ships within 48 hours · Estimated delivery Aug 15 - Aug 20
or use third-party service providers and technology platforms
Advisors who understand the rules can help clients maximize available benefits while avoiding compliance issues and future adjustments
big changes for catch-up contributions
Course 7: Payroll & Expansion — Turning a Compliance Headache into an Advisory Gateway - 0
Understanding the distinction between the internal use and external disclosure of taxpayer information—and knowing when separate taxpayer consents are required—helps practitioners safeguard client privacy and maintain compliance
Pension Tax Credits - 1 Hour CPE 15 Hour Bundle or use third-party service providersMaster Pension Tax Credits and Employer Incentives Learning Objective: After completing this course, the student will be conversant with the qualifications, limits, calculations, and other issues related to the Saver's Credit, Pension Plan Start Up Costs Credit, Employer Contribution Tax Credit, Small Employer Automatic Enrollment Credit, and the General Business Credit. CPE Hours: Federal Taxation = 1 CPE Credit1 Total = 1 CPE Credit Accreditation:
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