EBP24003. Form 5500 Workshop (In-Person Only)

The Form 5500 workshop will provide a practical review of the Form 5500 and related schedules. We will explore common practitioner questions, Form 5500 and related schedules' pitfalls, as well as the new 2023 changes. The session is designed for plan administrators, auditors, tax professionals, and preparers who want to learn about Form 5500 as well as expand their knowledge of Form 5500 filings. **INCLUDED IN MAIN CONFERENCE PASS | IN PERSON ONLY**

Learning Objectives:

• Identify Form 5500/5500-SF specifics
• Indicate changes to the 2023 Form 5500
• Identify Form 5500 related schedules and Form 8955-SSA
• Recognize common challenges and how to address them