Game-Changing Tax Reduction & Retirement Strategies

Overview

Tax professionals that manage small business owners (and want to add more) will benefit from learning how to implement proactive tax planning. This course provides details of legislative changes over the past 10+ years regarding combining cash balance defined benefit plans with profit sharing/401k plans. Game-changing legislation for these hybrid plans is changing how small business owners and their tax advisors address growing concerns to reduce taxes, aggressively save for retirement, creditor protect assets, qualify for QBI tax deduction, reduce taxes at the sale of the company, succession plan to family members and more.

About the Presenter
Stephen Arnold, CRPS, a seasoned expert in retirement planning with over 20 years of experience, is the founder and CEO of Retirement Actuarial Services. With his Chartered Retirement Plan Specialist designation and a Series 65 Uniform Investment Adviser Law license, Stephen is recognized for his deep expertise in designing and managing retirement plans across various sectors.

Stephen is the author of the Amazon #1 new release and best-selling book Designer DB Plus® Game-Changing Tax Reduction & Retirement Strategy for Today’s Small Business Owners. He is a U.S. Marine and supporter of the ASPCA and Wounded Warriors.

https://www.facebook.com/vitalitywealthadvisors, https://www.linkedin.com/company/vitality-wealth-advisors

Highlights

Significantly reduce tax liabilities, maximize 20% tax savings through QBI Deduction, Cash flow Flexibility, Creditor Protection, Tax-Free Medical Expenses in Retirement

Designed For

Any tax professional that manages small business owners.

Objectives

Learn how to get more clients qualified for QBI tax deductions.
Hear about tax deductible contributions in the hundreds of thousands annually.
Increase firm revenue and referrals through this program.
Use case examples to show who qualifies for this type of plan.
Understand how plan contribution flexibility allows for contributions to go up or down with cash flow.
Hear how up to $16,500 in plan setup and design are paid for under the 2020 Secure Act.
Learn how plan funding can provide an exit strategy for owners at sale or for succession planning.
Learn which states are mandating employee retirement plans and others that are preparing to do the same.
Use the plan to help lessen the cost of medical expenses and long-term care through an addendum that provides a trifecta of tax-free distributions in retirement.

Learn to identify and implement this plan for existing clients and new prospects

Notice

FICPA Webinars are presented virtually.

Our Webinars include a live presentation with speaker audio, video and PowerPoint presentation. Attendees can ask questions. The presenter(s) will repeat questions to share with all attendees and answer questions as time allows. Individuals can also reach out to the presenter directly via email after the event.

FICPA EZMaterials! Paper manuals will not be provided at this session, you'll need to download the EZMaterials from your FICPA account as searchable PDFs to your laptop, tablet or other device before the event.

For more information feel free to call the FICPA Member Service Center at 800-342-3197.