RECORDED SAC Webinar - Greater Tax Deferral Using Cash Balance Plans

  • 29 Apr 2020
  • 07 Jul 2020
  • Webinar


Registration is closed


Greater Tax Deferral Using Cash Balance Plans

In today’s rising and more nuanced tax environment, many business owners and partners of firms are looking for larger tax deductions and accelerated retirement savings. Cash Balance Plans may be the solution for them.This presentation provides an update on the latest law changes, design options and features of Cash Balance Plans for you and your clients.


Ken Guidroz and Eric Sharp, FuturePlan

1 CE or 2 Hours each for:

  • California CPAs
  • ASPPA certifications
  • NIPA certifications
  • JBEA
  • MCLE for California attorneys
  • CEBS
  • Enrolled Retirement Plan Agents and Enrolled Agents, ERPA

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