Webinar (CA): New Tax Planning Opportunities for 2021 and Beyond

Description

2021 is the first year that clients can take advantage of the SECURE Act’s retroactive plan adoption provisions. Businesses usually don’t have financial results finalized for a tax year until after the close of the taxable year and this new extended deadline will give companies extra time to decide whether a retirement plan may be beneficial, and if so, retroactively adopt a new qualified plan to get the benefits of tax deductions for the taxable year just ended. Coupled with the change in available tax credits for adopting new plans, this gives you a huge opportunity to shelter some taxable income with the full benefit of hindsight.

Learning Objectives

Identifying tax-favored planning opportunities for your clients.

Major Topics

An objective look at retirement plan selection, as well as the pros and cons
of different plan types, will make you an even more valuable resource to your
clients.

Provider
California CPA Education Foundation
Course Level
Overview
CPE Field of Study
Specialized Knowledge
2
Who Should Attend

CPAs, financial advisors, and all-around good eggs.

Instructor(s)
Mark Clark, QPA, APA
Prerequisites

None

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.

Location
Webinar
Event Information
When
Jun 30, 2021
12:00 pm - 2:00 pm MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

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$79.00

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$109.00
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Webinar (CA): New Tax Planning Opportunities for 2021 and Beyond


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