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22WC-0618: Defined Benefit Plans: Tax Saving Opportunities (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Tuesday, September 27, 2022
1:00pm - 3:00pm Central Time
2 CPE (2 technical)

Learn methods and techniques to optimize retirement planning for your clients. Using the defined benefit pension, gain insights regarding how to work with these plans on their own or in concert with defined contribution plans.

Major subjects

  • Types of defined benefit pension plans
  • Defined benefit plan selection and design
  • Contribution and deduction limits and timing
  • Using combination plan designs to optimize benefits

Learning objective(s)

  • Identify tax-saving opportunities for your clients using defined benefit plans, cash balance plans, and combination designs.

Who should take this program?

CPAs, attorneys, human resources and financial professionals.

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
checkmarkStandard Nonmember Fee $109.00

More program information

Instructor Mark Clark, QPA, APA
Location Online
Area
of study
Financial planning
Field(s)
of study
Specialized Knowledge - Technical (2.0)
Level Overview
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.