Defined Benefit Plans: Tax Saving Opportunities Webinar
Nov 2 2:00 - 4:00 p.m.
Online
2-Other CPE Credits
Identify tax saving opportunities for your clients using defined benefit plans, cash balance plans, and combination designs. Highlights
Learn methods and techniques to optimize retirement planning for your clients. Using the defined benefit pension, gain insights regarding how to work with these plans on their own or in concert with defined contribution plans.
Registration
PICPA Member: $75 Nonmember: $101
More Information
Course No. 4203833CLevel: Overview
Prerequisites:
None.
Notes
None
Speaker(s)
Mark Clark
Mark Clark is a partner in Benefit
Associates, Inc., a fee-only pension and profit-sharing plan consulting
and administration firm based in Orange, Calif. His areas of practice
include complex issues relating to the design, implementation, and
operation of qualified retirement plans.Mr. Clark is a member of the
California Society of CPAs, the American Society of Pension Professionals
& Actuaries and the National Institute of Pension Administrators. He
is a guest lecturer at the University of California, Irvine's CFP program
and a chapter speaker at CalCPA meetings throughout the state. He is a
course instructor and a conference speaker for the Education Foundation
and a course instructor and author for Spidell
Publishing.