Tax Planning with Retirement Plans for 2024 & 2025
2.00 Credits
Member Price $89
Non-Member Price $119
Overview
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.
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
Leader(s):
Leader Bios
Mark Clark
Mark Clark, QPA, APA, 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.
Non-Member Price $119
Member Price $89