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

Helping Business Owners Choose the Perfect Retirement Plan

  • AFSP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • CTEC
  • CFE
Helping Business Owners Choose the Perfect Retirement Plan

1 Credit


Subject Area


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-00425-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0426)

1 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00425-21-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00425-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

Regardless of their business size, businesses have many options for employee retirement plans they can offer as part of their benefits package. With nearly half a dozen retirement plan options available, how can a business owner be sure to choose the perfect one for their company? 

For over 20 years, Brian Carney, CFP® has been helping business owners design custom retirement plans to help reduce their personal income taxes while providing a robust benefit to their employees. 

Key topics: 

  • Review the pros and cons of the many different options available 
  • Provide strategies to determine the right plan for any company. 
  • Unique strategies to help high-earning business owners defer more than the 2021 IRS maximum of $58,000 to help further reduce the impact of income taxes. 

This webinar is suitable for business owner, CFO, CEO, Any Professionals or Planner who work with clients on retirement or financial planning. 

Learning Objectives

  • To understand the advantages and disadvantages of several different retirement plans options
  • To discuss, using case studies, determine what plans are appropriate for a particular company
  • To identify methods to help a business achieve the objective for their unique retirement plan goals
  • To discover strategies to help high earning business owners drastically reduce their taxable income through Cash Balance Plans

Who Should Attend?

  • Business Owner
  • Certified Financial Planner
  • CFO/Controller
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • Financial Planner
  • Licensed Financial Advisor
  • Personal Financial Specialist
  • Personal Financial Specialist (PFS)
  • Private Wealth Advisor
  • Tax Practitioners
  • Wealth Management Advisor
  • Wealth Planner





Great seminar


One of the best instructors, great slides, was focused on the program. Did not stray off on items not relevant, like a couple of instructors. I will review this webinar online again


The questions were relevant to reinforce the learning.


This presenter was one of the most effective and enthusiastic I have seen. The slideshow could have been a little bit more detailed for continued reference, but the conciseness is also appreciated. This topic is a pretty involved one....I would like to see a 2 or 3 hour seminar to allow for a bit more discussion and depth.


Very helpful learning the different retirement plans


One of the best webinars I’ve been to this year! The presenter broke everything down so clearly! Thanks!