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Tuesday, November 12, 2024 In-personPassaic County Chapter

Qualified Retirement Plans for Business Owners (E2411979)

7:30 AM - 9:30 AM EST

Berkeley College

44 Rifle Camp Road
Woodland Park , NJ 07424

1 CPE Credits in TX

OVERVIEW

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

SPONSORED BY





  • 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

INSTRUCTOR

Jason Kolinsky

Jason Kolinsky, CFP

Financial Advisor

Kolinsky Wealth Management

Jason Kolinsky is an Investment Advisor Representative with Kolinsky Wealth Management, LLC., an SEC Registered Investment Advisor, and Life and Health Insurance Producer for Kolinsky Financial Group, Inc. He joined the firm in 2007 and is a Registered Representative with The Strategic Financial Alliance, Inc. Jason obtained his Certified Financial Planner™ certification in 2012. At KWM, Jason focuses on Financial Planning Strategies and Wealth Management solutions for businesses and individuals. He is also the practice leader for the Retirement Consulting Division which focuses on providing fiduciary investment guidance to plan sponsors and participants of Qualified Retirement Plans. In addition, he is the Chief Compliance Officer for Kolinsky Wealth Management, LLC. Jason’s professional memberships include Top of the Table at the Million Dollar Round Table and the Financial Planning Association (FPA). Jason holds a B.S. in Business Administration (Finance concentration) from Ramapo College of New Jersey and resides with his wife Carolynn in Ramsey, NJ.

PRICING

$25.00 - Member

$25.00 - Nonmember

Event Cancelled

This event has been cancelled.

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