Complimentary for Members

June 10, 2026


Live Webcast


NASBA 1

Qualified Retirement Plan Options for Business Owners - Tech Session Webinar

June 10, 2026
Live Webcast
NASBA 1
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    Instructor

    Randall
    Iovino

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    Instructor

    Charles
    Rosenberg

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Learning Objectives

  • When you complete this course, you will be able to:
  • Explain different retirement plan options and their benefits under the NY SecureChoice Program
  • Compare features of various retirement plans to support informed tax planning decisions
  • Apply knowledge of NY SecureChoice Program guidelines to evaluate retirement planning strategies

Major Topics

  • Understand key features of retirement plans and related programs
  • Recognize benefits and options available for retirement and tax planning
  • Identify essential considerations for making informed retirement decisions

CPE Credits Available

NASBA 1
1
Taxation (NYSED) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Business Owners, CFOs, Tax Practitioners

Provider

Foundation for Accounting Education

This event has ended.