Business Owner Client Seeking Deductions? Qualified Retirement Plan!

This program will cover many tax-advantaged retirement plan strategies available to small businesses. We will cover SEPs, SIMPLE IRAs, 401(k)/profit sharing plans, money purchase plans, traditional defined benefit plans, and cash balance plans.

3 Learning Objectives:

• Learn how to match a business with the appropriate type of retirement plan
• Be able to identify the right design within that type of retirement plan
• Learn how to spot companies that have the wrong plan or plan design