Complimentary for Members

September 26, 2024


Live Webcast


NYSED 1

2024 Tax Planning Using Qualified Retirement Plans Tech Session Webinar

Participants will learn how Retirement Plans can be used to maximize tax deductions for their firm, insulate assets, recruit and retain employees and gain insights into future trends in retirement planning and how it will impact business owners.

September 26, 2024
Live Webcast
NYSED 1
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    Instructor

    Andrew
    Roth

    View Bio

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Understand the Benefits of Qualified Retirement Plans
  • Apply 2024 IRS Plan Limits
  • Differentiate Between Types of Qualified Retirement Plans

Major Topics

  • Benefits of Qualified Retirement Plans
  • 2024 IRS Plan Limits
  • Types of Qualified Retirement Plans
  • Defined Contribution Plans
  • Laying the Foundation Defined Benefit Plans
  • Maximizing Tax Deferral for Businesses legal Update
  • Secure Act, Secure 2.0 Future Trends

CPE Credits Available

NYSED 1
1
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Taxation (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Owners of CPA Firms wishing to gain insights on the use of Qualified Retirement Plans

Provider

Foundation for Accounting Education

This event has ended.