Description

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.

Target Audience

CPAs, financial advisors and planners.

Course Objectives

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

Subjects

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