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The WSCPA office is closed except for special events and prearranged visits. You can reach staff during business hours via phone, email or live chat (scroll to bottom of page for contact info).

The WSCPA office has moved.

New address: 170 120th Ave NE Ste E101, Bellevue, WA 98005

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Defined Benefit Plans: Tax Saving Opportunities WEBCAST

Monday, November 7 11:00am - 1:00pm PST

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Your Desk

2.0 Credits

Member Price $89.00

Non-Member Price $119.00


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.


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.



Designed For

CPAs, attorneys, human resources and financial professionals.


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






Leader Bios

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 $119.00

Member Price $89.00