[WEB4] Adding Value for Clients via Retirement Programs

Highlights

• The economic benefits of tax deferral planning
• How a defined contribution plan operates and the types of such plans
• What a defined benefit plan is and the options available when designing such plans
• The information the CPA needs to help the client assemble before going to see a qualified plan design professional
• When a Roth 401(k) could make sense in a client’s plan

Objectives

Participants will be able to:

• List the types of qualified retirement plans available for small business taxpayers
• Explain the options available to design plans to maximize key employee benefits
• Identify the types of plans that may be appropriate based on the client’s preferences, goals, and business structure.
• Assist clients and qualified plan design professionals in communicating with each other to achieve maximum value

Designed For

CPAs in public practice that provide tax and/or financial planning services to closely held business clients.