This session will cover two topics. The first session will cover crypto asset trends and updates that both CPAs serving clients and those working in private business need to be aware of as 2024 transitions into 2025. The second session will include an interactive discussion on navigating employer-sponsored retirement plans, with insights applicable to advising clients and managing internal business strategies.
DESIGNED FOR
CPAs in public practice and private industry and owners of businesses
BENEFITS
Gain insights into the latest market trends for crypto assets, including updates on spot Bitcoin and Ether ETFs (with a review of tax implications), stablecoin and how the attestation efforts around crypto assets are progressing.
Also, gain a thorough understanding of employer-sponsored retirement plans, including their history, governing laws, fiduciary responsibilities, plan structure, liability management, common issues and best practices for ensuring compliance and maximizing plan value.
HIGHLIGHTS
Crypto Update & Trends for 2025
- Crypto asset Trends and Updates
- General Market update
- Spot Bitcoin
- Tax Implications
- Stablecoin Developments
Retirement Plans
- The History of Retirement Savings in the US.
- Laws Governing Defined Contribution Plans
- Who and What is a Plan Fiduciary
- Structure of a DC Plan
- Process for Managing Fiduciary Liability
- Common Problems
- Best Practices
- Benefits of Properly Managing a Retirement Plan
COURSE LEVEL
Basic