Help your clients or business lower their taxes by utilizing a defined contribution or defined benefit plan. Qualified retirement plans offer business owners some of the largest possible tax deductions.
DESIGNED FOR
CPAs who work with entrepreneurs and small/midsize businesses
BENEFITS
Gain practical insights into retirement plan design, enabling you to offer clients or your business with valuable tax-saving strategies and improve long-term financial planning.
HIGHLIGHTS
- Compare SEP IRAs to 401(k)s
- Review 401(k) profit-sharing plan design examples
- Review cash balance defined benefit plan design examples
COURSE LEVEL
Basic
PREREQUISITES
None
ADVANCE PREPARATION
None