Making Sense of Retirement Plans - CPE Training for CPAs

2800 South 1st Street,Willmar MN 56201

25 May, 2021

Description

Join Craig Franke, CPA; and the Taatjes Financial Group team as we discuss the retirement plan options available to you and your clients. A retirement plan can help provide future financial stability for you and your employees. By establishing a retirement plan, you can reduce your tax liability while saving for the future. Invest in your long-term goals and provide an attractive benefit for employees. Join Craig Franke, CPA; and the Taatjes Financial Group team as we discuss the retirement plan options available to you and your clients, the tax impact each business structure carries as well as new law changes that make plan adoption more appealing than ever. Participants will: Understand the various retirement vehicles available and their underlying differences. Recognize the tax impact business structures have on retirement plan design. Understand new law changes that make plan adoption more appealing than ever. Participants will earn 1.0 CPE credit. Additional Information: Prerequisites: There are no prerequisites for this session. Advanced Preparation: None Program Level: Basic EGPS 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.