CPA - medium firm
CPA - large firm
Small Business Owner
This webinar is an introductory course covering the benefits of small business owners using cash balance and defined benefit plans as a tax strategy.
We’ll review the different plan options available, how they are different from traditional retirement plans, and the IRS guidelines surrounding these plans. We’ll outline the ideal client that benefits from these solutions as well as share case studies that will show you how to combine your clients’ current plans with additional benefits.
Learning Objectives:
- Identify how cash balance and defined benefit plans are different from traditional retirement plans that are being used in the market
- Determine the type of business or solo proprietor that is the ideal client to take advantage of these types of plans
- Recall the IRS guidelines surrounding cash balance and defined benefit plans
David Podell
Business Benefits Consultants
CEO and Founder
[email protected]
(973) 227-8001
David Podell started Business Benefits Consultants when he identified a niche space that was filled with complexity and a need for systems in the large deductible tax strategy space. He has lectured extensively as an industry thought leader and sought out specialist in the Defined Benefit space.
He has been featured in FORBES, American Institute of CPA’s, CPA Practice Advisor, and small business journals. He has become an acclaimed speaker on multiple podcasts and educates the tax advisory industry as a certified CPE Sponsor.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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