Archive for May, 2012

2012 Updates to discussions

May 24th, 2012

I updated various sections of the seminar to eliminate the 2011 “revision marks” on the overheads. In addition, I have updated the discussions for the following pages:

  • A. Introduction – pages 1 and 11
  • N. IRC 404(o) – deductible limits – pages 19 and 20
  • P. IRC 415 – Maximum benefit limitations – pages 1, 2, 11, 40, 43, 44 and 46
  • Q. IRC 416 – Top heavy plans – page 6


2012 – No more paper

May 11th, 2012

Unlike prior years, I decided to go totally electronic for this year’s seminar. I will upload a ZIP file of last year’s CD right away.

Everything is contained in PDF files, and I have made it easy for you to print all the materials. I consolidated the PDFs into three HUGE files. You’ll need to buy a BIG binder. This year’s stack of paper clocks in at about 2,600 pages.

I will start updating the 2011 overheads and practice problems in June.