CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Cash Balance Basics

  • CMA
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
Cash Balance Basics

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00370-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0371)

1 CPE credit for Certified Management Accountants (CMA)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00370-21-O)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00370-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

If your clients are small business owners and retirement is looming in the not-too-distant future, you might consider guiding them for a cash balance pension plan. It could fit within their retirement savings goals as well as meeting the needs of their employees. This type of employee retirement plan requires organizations to contribute a percentage of each employee's annual wages, typically 5% plus an interest credit, for investment towards retirement. The employer can contribute to his or her own behalf as well. Cash Balance Plans give business owners the potential to make very large deductible contributions for themselves — often $150,000 or more annually — while limiting the total cost of benefits for employees

Cash Balance Basics webinar will educate you on :

  • The benefits of adding a cash balance plan to a 401k/profit-sharing plan. 
  • Why does cash balance offer one of the best ways to defer taxes?
  • How to Maximize the benefits of the 20% pass-through deduction for certain taxpayers.
  • How to shelter assets from the claims of creditors?

Learning Objectives

  • To identify similarities and differences between profit sharing and cash balance plans
  • To explain the investment crediting rate of the plan and how it relates to the investments selected
  • To explain the timing and funding of a cash balance plan
  • To gain an understanding of how to over-weight the benefits favorably to owners
  • To get an overview of how actual investment returns in the current year affect the ability to contribute to the plan in following years
  • To identify your role in supporting an effective cash balance plan program for your clients Type a message

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Testimonial

4.4

(110)
46%
44%
10%
0%
0%

AB

all good

LL

Very insightful, informative session

JC

Excellent presentation

JM

GOOD WEBCAST.

MH

It was a great program, went quickly and efficiently. Thanks, I learned a lot.

CC

I enjoyed the topic. Thank you