Tax Planning with Retirement Plans for 2024 & 2025
Webcast
2.00 Credits
Member Price $89.00
Non-Member Price $119.00
Overview
There are great opportunities in advance tax planning, particularly in retirement plan selection, which can significantly impact an organization’s tax strategy. A business can optimize tax savings for significant income years if proper planning occurs on the front end with the appropriate management of its retirement plans. This class will look at retirement plans as traditional tax planning tools and unique opportunities that can be managed with proper timing and coordination.
Highlights
- An objective look at retirement plan selection
- Pros and cons of different plan types
Prerequisites
None
Designed For
CPAs, financial advisors and planners.
Objectives
- Identifying forward-looking, tax-favored planning opportunities for your clients
Preparation
None
Notice
This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.
Non-Member Price $119.00
Member Price $89.00