Tax Planning with Retirement Plans for 2024 & 2025

Tuesday, January 21, 2025

Webcast or Webinar, Online

5:00 PM - 7:00 PM (opens at 4:30 PM) EST

2Credits

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$89.00 Regular Price

Non-Members

$119.00 Regular Price

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Course Type: Webcast

Course Code: 24/5125022

Level: Intermediate

Vendor: California CPA Education Foundation

Field of Study: Taxes

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.

Objectives:

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

Major Topics:

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

Major Topics:

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

Designed For:

CPAs, financial advisors and planners.

Prerequisites:

None