• Presenter: John Beasley, CPA - CEO, Beasley & Company

• Topic: Retirement Plan Update for CPAs

• Program Description: Recent developments (including 2023 limits), proposed legislation and regulations, plan design ideas, tax credits, fiduciary considerations, employee education, and corrective action options in the retirement plan field.

• Format: Live Group - In Person & Online

• CPE Credit: 2 hours

• Field of Study: Specialized Knowledge

• Program Knowledge Level: Moderate

• Prerequisites: None

• Learning Objectives: Updates and practical ideas for CPAs in practice who are advising clients and for CPAs working for employers who sponsor retirement plans. 

• Speaker Bio: John Beasley's firm specializes in consulting and administration for retirement plans and has recently merged with USI Consulting Group, one of the largest retirement plan consulting firms in the United States. 

• Refund Policy: Full refund by original method of payment if cancellation received by 4pm on the Friday preceding the event.

CPE Credits are based on a 50-minute hour. State boards of accounting have final authority on the acceptance of individual courses for CPE credit. Attendee accepts responsibility to determine if course meets acceptable guidelines set forth by their reporting authority. Complaints regarding any CPE presentation should be directed to [email protected].