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