Tax Planning with Retirement Plans for 2024 & 2025

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  • Date/Time
    • Nov 25, 2024
    • Sign In: 2:30pm (MT)
    • Program: 3:00pm - 5:00pm (MT)
    • Add to Calendar
  • Location
    • Your Computer
      Your Space
      ISCPA / CalCPE Webinar, ID 00000
  • Credits
    • 2.00
  • Credit Type(s)
    • Taxes (Technical) (2.00)
  • Prerequisites
    • None

  • Vendor
    • California CPA Education Foundation
  • Level
    • Intermediate
  • Fields of Study
    • Taxes

Description

There are great opportunities in advance tax planning, particularly in retirement plan selection, which can significantly impact an organization's tax strategy. A business can optimize tax savings for significant income years if proper planning occurs on the front end with the appropriate management of its retirement plans. This class will look at retirement plans as traditional tax planning tools and unique opportunities that can be managed with proper timing and coordination.

  • Presenters - Mark W. Clark
  • Designed For

    Designed For: CPAs, financial advisors and planners.
  • Role Level - Manager/Senior Manager; Director; Executive/VP; Sole Practitioner
  • Objectives

    • Identifying forward-looking, tax-favored planning opportunities for your clients

    Highlights

    • An objective look at retirement plan selection
    • Pros and cons of different plan types

    Advanced Prep

    None

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    Leaders

    CALCPE Panel

    No Biography Available

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