Defined Benefit Plans: Tax Saving Opportunities WEBCAST

Monday, November 2 11:00am - 1:00pm PST

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2 Credits

Member Price $75.00

Non-Member Price $100.00

Overview

Learn methods and techniques to optimize retirement planning for your clients. Using the defined benefit pension, gain insights regarding how to work with these plans on their own or in concert with defined contribution plans.

Highlights

Types of defined benefit pension plans, Defined benefit plan selection and design, Contribution and deduction limits and timing, Using combination plan designs to optimize benefits.

Prerequisites

None

Designed For

CPAs, attorneys, human resources and financial professionals

Objectives

Identify tax saving opportunities for your clients using defined benefit plans, cash balance plans, and combination designs.

Preparation

None.

Notice

None

Leader(s):

Leaders

Mark Clark

Mark Clark is a partner in Benefit Associates, Inc., a fee-only pension and profit-sharing plan consulting and administration firm based in Orange, Calif. His areas of practice include complex issues relating to the design, implementation, and operation of qualified retirement plans.

Mr. Clark is a member of the California Society of CPAs, the American Society of Pension Professionals & Actuaries and the National Institute of Pension Administrators. He is a guest lecturer at the University of California, Irvine’s CFP program and a chapter speaker at CalCPA meetings throughout the state. He is a course instructor and a conference speaker for the Education Foundation and a course instructor and author for Spidell Publishing.

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Non-Member Price $100.00

Member Price $75.00