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Webinar (CalCPA): Defined Benefit Plans: Tax Saving Opportunities

Description

Learn methods and techniques to optimize retirement planning for your clients. Using the defined benefit pension, gain insights regarding how to work with these plans on their own or in concert with defined contribution plans.  

Learning Objectives

Identify tax saving opportunities for your clients using defined benefit plans, cash balance plans, and combination designs.  

Major Topics

Types of defined benefit pension plans Defined benefit plan selection and design Contribution and deduction limits and timing Using combination plan designs to optimize benefits  

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

CPAs, attorneys, human resources and financial professionals.

Instructor(s)
Mark Clark
Prerequisites

None

Advanced Preparation

None

Location
Webinar
Event Information
When
Jun 23, 2021
12:00 pm - 2:00 pm MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

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$ (% off)
$79.00

NON-MEMBER


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$109.00
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Webinar (CalCPA): Defined Benefit Plans: Tax Saving Opportunities


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