Tax Planning with Retirement Plans for 2024 & 2025

Overview

There are great opportunities in advance tax planning, particularly in retirement plan selection, which can significantly impact an organization’s tax strategy. A business can optimize tax savings for significant income years if proper planning occurs on the front end with the appropriate management of its retirement plans. This class will look at retirement plans as traditional tax planning tools and unique opportunities that can be managed with proper timing and coordination.

Highlights

• An objective look at retirement plan selection
• Pros and cons of different plan types

Prerequisites

None

Designed For

CPAs, financial advisors and planners.

Objectives

• Identifying forward-looking, tax-favored planning opportunities for your clients

Preparation

None

Notice

This course is offered by a 3rd party vendor. Login instructions will not be accessible in the My CPE Tracker section of the ISCPA website. Login instructions will be emailed directly to you by California Education Foundation (CalCPA).