Defined Benefit Plans: Tax Saving Opportunities
Description
Learn methods and techniques to optimize retirement planning for your clients. Using the defined benefit pension, gain insights regarding how to work with these plans on their own or in concert with defined contribution plans.
Highlights
- Types of defined benefit pension plans

- Defined benefit plan selection and design

- Contribution and deduction limits and timing

- Using combination plan designs to optimize benefits
Objectives
- Identify tax-saving opportunities for your clients using defined benefit plans, cash balance plans, and combination designs.
Designed For
CPAs, attorneys, human resources and financial professionals.
Registration for this course has passed.
Course Pricing
Member Fee
Applicable if you are a HSCPA member in good standing. |
$89.00 |
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Non-Member Fee
Applicable if you are not a HSCPA member. |
$119.00 |
Your Price | $119.00 |
CPE Choice
Learn more about CPE Choice.
This course does not qualify for CPE Choice.