Helping Business Owners Choose the Perfect Retirement Plan

Brian Carney, CFP®,_AIF®,_ChFC®,_CDFA®,_CEPA

RiversEdge Advisors, LLC

Thursday, March 04, 2021 | 02:00 PM EST

  • AFSP
  • CPA
  • CVA
  • EA
  • Tax Pros
  • CTEC
  • CFE

1 CPE | 1 CE

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPE credit of Taxes for all CPAs

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

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

1 CE credit of Federal Tax for Oregon Tax Preparers

1 CE credit of Federal Tax for Maryland Tax Preparers

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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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?

  • CFO/Controller
  • Business Owner
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA (Industry)
  • Young CPA
  • CEO