Tax Planning with Retirement Plans for 2024 & 2025

Wednesday, December 18, 2024
Webcast or Webinar, Online
5:00 PM - 7:00 PM (opens at 4:30 PM) EST
2Credits
Technical Business

Registration is Open

Members
$89.00 Regular Price
Non-Members
$119.00 Regular Price

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$40.00 Members / $56.00 Non-Members
Course Type: Webcast
Course Code: 24/5125021
Level: Intermediate
Vendor: California CPA Education Foundation
Field of Study: Taxes

Overview:

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.

Objectives:

• Identifying forward-looking, tax-favored planning opportunities for your clients

Major Topics:

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

Major Topics:

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

Designed For:

CPAs, financial advisors and planners.

Prerequisites:

None