22WC-0927: Prospective Planning With Retirement Plans (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Monday, December 5, 2022
1:00pm - 3:00pm Central Time
2 CPE (2 technical)
There are great opportunities in advance tax planning, particularly in retirement plan selection, which can significantly impact an organization's tax strategy. A business can optimize tax savings for significant income years if proper planning occurs on the front end with the appropriate management of its retirement plans. This class will look at retirement plans as traditional tax planning tools and unique opportunities that can be managed with proper timing and coordination.
Major subjects
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An objective look at retirement plan selection
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Pros and cons of different plan types
Learning objective(s)
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Identifying forward looking tax favored planning opportunities for your clients
Who should take this program?
CPAs, financial advisors, and planners.
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
|
