The are great opportunities in advance planning, particularly in the retirement plan world. A business can optimize tax savings for big income years if proper planning occurs on the front end. This class will look at retirement plans as traditional tax planning tools as well as unique opportunities that can be managed only with timing and coordination.
• Identifying forward looking tax favored planning opportunities for your clients.
• An objective look at retirement plan selection
• Pros and cons of different plan types
CPAs, financial advisors, and planners.
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.