- Preparation and filing of Form 5500, including changes in and highlights of the 2023 Form 5500 and specific schedules - Types of filers, due dates, and penalties: common errors and red flags and a review of audit filing issues. - Audit-related filing considerations and strategies to ensure complete and compliant submissions.
Learning Objectives
- Upon completion of this course, you'll be able to:
- Identify the key components of Form 5500 preparation, including the 2023 updates, and assess their implications for compliance.
- Examine filer classifications, due dates, penalties, and common filing errors to improve accuracy and mitigate risk.
- Evaluate audit-related filing considerations and strategies to ensure complete and compliant submissions.
Major Topics
- Preparation and filing of Form 5500, including changes in and highlights of the 2023 Form 5500 and specific schedules
- Types of filers, due dates, and penalties: common errors and red flags and a review of audit filing issues.
- Audit-related filing considerations and strategies to ensure complete and compliant submissions.
