Unlock new opportunities for your clients and your firm. This session delivers practical retirement plan strategies, insider updates on New Jersey’s RetireReady program as well as hot topics for CPAs in New Jersey.
DESIGNED FOR
CPAs and tax professionals who advise individuals and small businesses
BENEFITS
Stay current on retirement plans and New Jersey tax law, ensure client compliance with RetireReady and connect with CPAs, state officials and industry experts.
HIGHLIGHTS
This session will cover:
- Key differences, tax implications and suitability of 401(k), SIMPLE IRA and SEP IRA plans for various clients
- Compliance requirements and implementation timelines for New Jersey’s RetireReady program
- Insights into current legislative and regulatory developments affecting retirement planning
- Real-world examples and Q&A with experts from the government
SPONSORED BY
