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22WC-1070: Prospective Planning With Retirement Plans (Webinar)

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

Date Monday, January 9, 2023
Time 1:00pm - 3:00pm
Central Time
Location Online
CPE credits CPE 2.0
of study
Specialized Knowledge - Technical (2.0)
Instructor Mark Clark, QPA, APA
Benefit Associates, Inc.
Standard Member Fee $79.00
Standard Nonmember Fee $109.00


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.

Who should take this program?

CPAs, financial advisors, and planners.

Major subjects

  • An objective look at retirement plan selection
  • Pros and cons of different plan types

Learning objective(s)

  • Identifying forward looking tax favored planning opportunities for your clients


Course code Code 22WC-1070
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Level Intermediate
Format Group Internet Based
Prerequisites Prereq. None

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

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