Defined Benefit Plans: Tax Saving Opportunities

Course Details

Date

Thursday, October 24, 2019

8:00am – 10:00am
(Registration: 7:30am)

Field of Study

Specialized Knowledge

Course Number

4193833B

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Overview

Vendor

CalCPA Education Foundation

Prerequisites

None.

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.

Designed For

CPAs, attorneys, human resources and financial professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$60.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$94.00
Your Price $94.00

CPE Choice

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

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