Prospective Planning With Retirement Plans

Course Details


Monday, November 28, 2022

9:00am – 11:00am
(Registration: 8:30am)

Field of Study

Specialized Knowledge

Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




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.


  • An objective look at retirement plan selection

  • Pros and cons of different plan types


  • Identifying forward looking tax favored planning opportunities for your clients

Designed For

CPAs, financial advisors, and planners.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $119.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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