November 28, 2022 12:00pm – 2:00pm Map & Directions 602-252-4144

Webcast: Prospective Planning With Retirement Plans

Description

There are great opportunities in advance tax planning, particularly in retirement plan selection, which can significantly impact an organization's tax strategy. A business can optimize tax savings for significant income years if proper planning occurs on the front end with the appropriate management of its retirement plans. This class will look at retirement plans as traditional tax planning tools and unique opportunities that can be managed with proper 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

Notes

None

Related Courses