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ONLINE Webinar: The Entity, the Plan and the Return: Taxation and Deduction Issues for Qualified Retirement Plans

  • 09 Jan 2018
  • 10:00 AM - 12:00 PM (PST)


  • A member of any chapter of the WP&BC in good standing.

Registration is closed

The Entity, the Plan and the Return: 

Taxation and Deduction Issues for 
Qualified Retirement Plans

The Presentation:

This session will focus on the interplay between the entity, the qualified plan and the tax return. We will discuss the unique taxation issues that face plan sponsors taxed as C-corporations, S-corporations, partnerships, and sole proprietorships. Citing specific litigation and regulations, we will address:
  •  various strategies,
  •  best practices, 
  •  pitfalls involving plan contributions and deductions.

The Speaker: Kevin Donovan, CPA, EA, FSPA, FCA

Kevin is the managing member and founder of Pinnacle Plan Design, LLC, a third-party administrator for employer-sponsored qualified retirement plans. Kevin specializes in designing defined benefit retirement plans to maximize the benefits for business owners and principals. In 2015, Kevin received the American Society of Pension Professionals and Actuaries (ASPPA) Educator’s Award in recognition of his contributions to retirement plan education. He is a leading national speaker and published author in the pension field, specifically in the area of cash balance plan design and administration.

Kevin earned his Bachelor’s of Science in Accounting from Syracuse University and soon after became a CPA. He is a member of the American Institute of Certified Public Accountants (AICPA) and ASPPA, where he has served on the Board of Directors as well as the Government Affairs Committee (GAC).

Kevin, along with two other actuaries at Pinnacle Plan Design, authored the 2017 Defined Benefit Answer Book, published by Wolters Kluwer. He is also a founding member of the ASPPA College of Pension Actuaries (ACOPA) and a former instructor for PPD/Corbel, the nation’s largest sponsor of continuing education courses for pension professionals. In 2017, Kevin was nominated and named a Fellow of the Society of Pension Actuaries, the highest achievement within ACOPA.

Continuing Education: 2 CE

ASPPA    CPAs (CA, OR)   ERPA   JBEA   MCLE (CA)    NIPA    

AIF and CFP pending


Cost: $50 for members, $65 for non-members. 

For those who cannot attend the live webinar broadcast, a recording of the webinar will be available within one week of the live webinar date. To register to receive a link to the webinar recording, just go through the regular registration process and a link will be sent to you via e-mail as soon as it is available. Please follow the link below to register using a credit or debit card. For group registration, please contact Kristen Sanchez directly at

This webinar is brought to you by Pinnacle Plan Design, LLC.

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:




PO Box 13
Parker, CO 80134

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