November 13, 2023


4 Total CPE Credits


Webinar (CA): Understanding Form 5500 2022 Update

  • Instructor

    Mark Clark, QPA, APA

Learning Objectives

• Identify the issues involved in preparing the Form 5500 series
• Outline Form 5500 and related regulatory changes
• Identify the latest disclosure requirements

Major Topics

• What's changed on the 2022 returns?
• Forms 5500, 5500SF and 5500EZ
• Form 5500: nuances and schedules
• Reporting and disclosing compliance issues
• Reporting delinquent contributions
• Failure to file

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate


Basic knowledge of qualified retirement and/or welfare plans.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

 CPAs, attorneys, enrolled agents and financial professionals.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
  • COCPA Non-Member

    $ 209 209
    Your Price

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