September 27, 2022 11:00am – 1:00pm Map & Directions 602-252-4144

Webcast: 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.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

10:30am

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

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

Course Level

Overview

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

CPAs, attorneys, human resources and financial professionals.

Prerequisites

None

Highlights

  • 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

Notes

None

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