CPAs play an important role in helping clients to plan for retirement. In this session, learn about how to design a plan to meet your client's specific objectives.
BENEFITS
Earn 4 CPE credits in TX.
HIGHLIGHTS
CPA Retirement Plan Design
Ken Horowitz - Integrated Benefit Consultants and Michael Ostuni - PenServ, Inc.
This session will explore:
- Types of qualified retirement plans
- Designing a plan to accomplish objectives
- Cross tested plans
- Effective use rules
What's Hot in Estate, Business and Elder Law Planning
Alan A. Davidson, Esq. - Davidson, Sochor, Ragsdale & Cohen, LLC
- Legislation Update: "The Times They are a Changin'" (Again)
- Elder and Disability Law and Related Issues
- Annuities and Insurance Developments
- State Law Cases: "See You in Court"
- Federal Tax Cases, Rulings and Planning
- Signs of the Apocalypse
ADDITIONAL NOTES
Early birds save $20. Late fee applied after 12/1. Season Pass holders must register for each event.
For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.