Complimentary for Members

November 14, 2024


Live Webcast


NYSED 1

Rockland Chapter: 2024 Tax Planning using Qualified Retirement Plans Tech Session Webinar

Understand the benefits of Qualified Retirement Plans & Differentiate between types of Qualified Retirement Plans

November 14, 2024
Live Webcast
NYSED 1
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    Instructor

    Andrew
    Roth

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Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Understand the benefits of Qualified Retirement Plans
  • Discuss the types of Qualified Retirement Plans
  • Review the Secure Act Secure 2.0 Future Trends and More

Major Topics

  • Benefits of Qualified Retirement Plans
  • Types of Qualified Retirement Plans
  • Secure Act Secure 2.0 Future Trends and More

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 wanting to gain insights and strategies on the use of Qualified Retirement Plans

Provider

Foundation for Accounting Education

This event has ended.