21WC-0245: New Tax Planning Opportunities for 2021 and Beyond (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Wednesday, June 30, 2021
1:00pm - 3:00pm Central Time
2 CPE (2 technical)
2021 is the first year that clients can take advantage of the SECURE Act's retroactive plan adoption provisions. Businesses usually don't have financial results finalized for a tax year until after the close of the taxable year and this new extended deadline will give companies extra time to decide whether a retirement plan may be beneficial, and if so, retroactively adopt a new qualified plan to get the benefits of tax deductions for the taxable year just ended. Coupled with the change in available tax credits for adopting new plans, this gives you a huge opportunity to shelter some taxable income with the full benefit of hindsight.
Major subjects
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An objective look at retirement plan selection, as well as the pros and cons of different plan types, will make you an even more valuable resource to your clients.
Learning objective(s)
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Identifying tax-favored planning opportunities for your clients.
Who should take this program?
CPAs, financial advisors, and all-around good eggs.
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$109.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$79.00
|
 Standard Nonmember Fee |
$109.00
|
