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Webinar (CA): Organization’s Retirement Plans: Prospective Planning for 2021

Description

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.

Learning Objectives

• Identifying forward looking tax favored planning opportunities for your clients.

Major Topics

• An objective look at retirement plan selection
• Pros and cons of different plan types

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

CPAs, financial advisors, and planners.

Instructor(s)
Mark Clark
Prerequisites

None

Advanced Preparation

This webinar is produced by AICPA. 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
Jan 14, 2022
12:00 pm - 2:00 pm MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

MEMBER


$ (% off)
$79.00

NON-MEMBER


$ (% off)
$109.00
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Webinar (CA): Organization’s Retirement Plans: Prospective Planning for 2021


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