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
NASBA 1
Instructor
Andrew Roth
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Instructor
Andrew
Roth
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Mr. Andrew Roth
Bio
Andrew E. Roth is a partner of Danziger & Markhoff LLP with over 35 years of experience as an ERISA attorney. He is a frequent lecturer in the areas of pension, profit-sharing and employee benefits law. He has substantial experience in designing and implementing qualified plans for business owners that maximize deductible contributions on their behalf. His services include designing, drafting and obtaining IRS qualification for a broad range of defined contribution and defined benefit plans, as well as ensuring their continued compliance with applicable law. He also has substantial experience in connection with prohibited transactions and fiduciary matters. Mr. Roth attended University College of Arts and Science of New York University (BA 1975) and graduated magna cum laude from Brooklyn Law School (JD 1981). Mr. Roth also received an LLM in Taxation from New York University School of Law (1982). He is admitted to practice before the U.S. Tax Court, the Federal District Courts for the Southern and Eastern Districts of New York and is a member of the New York State Bar Association.
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.;
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
NASBA 1
1
Taxation (NYSED) (Taxation) - NASBA
Things to Know About This Course
Course Level
Basic
Prerequisites
None
Advanced Preparation
None
Intended Audience
Owners of CPA Firms wishing to gain insights on the use of Qualified Retirement Plans