Organization's Retirement Plans: Prospective Planning for 2021 WEBAST

Monday, December 6 11:00am - 1:00pm PST

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Your Desk

2.0 Credits

Member Price $79.00

Non-Member Price $109.00

Overview

The are great opportunities in advance planning, particularly in the retirement plan world. A business can optimize tax savings for big income years if proper planning occurs on the front end. This class will look at retirement plans as traditional tax planning tools as well as unique opportunities that can be managed only with 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

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 $109.00

Member Price $79.00