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Self-Employment Income [2017]
Date: 7/20/2017 Start Time: 12:00 PM (ET) Duration: 100 Min.

Description

Many administrators have questions about computing the compensation of self-employed individuals. The calculation of earned income can have a profound effect on retirement plan contributions, and frequently involves interrelated computations. This web seminar will use detailed examples to review the tricks, traps, and important facts regarding income derived from self-employment.

Topics include:

  • Self-employed Individuals
  • Role of earned income
  • What is earned income
  • Earned income adjustments
  • Earned income and compensation definitions
  • Applying the 401(a)(17) limit
  • Computing nondiscriminatory compensation
  • Interrelated computations
  • Earned income and 401(k)
  • Multiple businesses
  • S Corporation dividends
  • Effect of losses on earned income
  • Sample spreadsheet
Prerequisites:

There are no prerequisites and no advance preparation required for this program. However, an attendee should have an understanding of the fundamental rules and concepts of 401(k) administration and testing, and have one year of experience.

Level: Intermediate. Instructional Delivery Method
Group – Internet-Based

NASBA Field of Study: Taxes

Speaker: David Schultz, J.D.

Objectives: After attending this Web seminar, an attendee should be able to:

  • Determine if someone is a self-employed individual
  • Compute an individual’s net earnings from self-employment
  • Calculate an individual’s earned income
  • Compute the plan compensation of self-employed individuals
  • List typical businesses which do not generate earned income
  • Use simple spreadsheets to work with earned income calculations

How to participate

You will need a phone (speakerphone, for multiple participants sharing the Primary registrant’s authorized connection) and Internet Access. The graphics presentation and illustrations will be viewed via the Primary registrant’s Web connection, while the speaker audio portion will be via the Primary registrant’s telephone. Important Note: The user registrant must be logged in via the internet for CE purposes. Select the "Fees" link on the right side menu of this page for more information about who is authorized to connect to the program, and for the cancellation/transfer policy.

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