Not a Mere Technicality-SEP Disqualified - Ed Zollars

Qualified Plans

Content provided by Steve Leimberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Leimberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

16+ y ago

MP3•Episode home

Archived series ("Inactive feed" status)

When? This feed was archived on May 08, 2021 00:08 (3+ y ago). Last successful fetch was on July 28, 2020 19:35 (4y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

This PodCast pertains to a case involving a failure to meet SEP rules.

Simplified employee pensions (SEPs) are a popular retirement plan for extremely small businesses, with one of the key attractions being that don't require many of the formalities of regular qualified plans. But that has led to taxpayers treating them too informally, and in this case(Brown v. Commissioner, TC Summary 2008-56) a taxpayer discovered the hard way what can be the consequences of failing to faithfully follow the simplified rules for this type of plan.

The materials for this podcast can be found at http://www.edzollars.com/2008-05-26_SEP_Issue.pdf .

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com
Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

40 episodes

#Business #Cpa Taxation #Steve Leimberg