Defined Benefit Plans: Tax Saving Opportunities Webcast | 4203833B

Course Details

Date

Tuesday, September 15, 2020

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

Field of Study

Specialized Knowledge

Course Number

4203833B

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 using defined benefit plans, cash balance plans, and combination designs.

Designed For




CPAs, attorneys, human resources and financial professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$75.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$101.00
Your Price $101.00

CPE Choice

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

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