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RECORDED SAC Webinar - Greater Tax Deferral Using Cash Balance Plans

  • 29 Apr 2020
  • 07 Jul 2020
  • Webinar

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Webinar:

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.


SPEAKERS: 


Ken Guidroz and Eric Sharp, FuturePlan


CONTINUING EDUCATION
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



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

Direct Questions To:

WEBINARS:
webinars@westernpension.org

ANNUAL CONFERENCE:
frank@wpbcsf.org

PHONE: 
720-837-2426

ADMINISTRATIVE OFFICE

PO Box 13
Parker, CO 80134
720-819-7619

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