Tax Planning with Retirement Plans

Course Details


Wednesday, February 15, 2023

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




2021 was the first year that clients could take advantage of the SECURE Act's retroactive plan adoption provisions. Businesses usually don't have financial results finalized for a tax year until after the close of the taxable year and this new extended deadline will give companies extra time to decide whether a retirement plan may be beneficial, and if so, retroactively adopt a new qualified plan to get the benefits of tax deductions for the taxable year just ended. Coupled with the change in available tax credits for adopting new plans, this gives you a huge opportunity to shelter some taxable income with the full benefit of hindsight.


An objective look at retirement plan selection, as well as the pros and cons of different plan types, will make you an even more valuable resource to your clients.


Identifying tax-favored planning opportunities for your clients.

Designed For

CPAs, financial advisors, and all-around good eggs.

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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