January 14, 2022 12:00pm – 2:00pm Map & Directions 602-252-4144

Webcast: 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.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

11:30am

Fees

Member:
$75
Non-CPA Staff:
$101
Non-CPA Staff (100% club):
$75
Non-CPA Staff (sole proprietor):
$75
Non-Member:
$101
Webcast
Specialized Knowledge
2

Objectives

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

Course Level

Intermediate

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

CPAs, financial advisors, and planners.

Prerequisites

None.

Highlights

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

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