This course is designed for tax professionals who have one-person business owner, or 1099 independent contractor, clients. It will provide a detailed introduction to Self-Directed Solo 401(k) retirement plans so that you can: recognize when a client might benefit from adopting a plan, gain solid background knowledge to answer their most common questions and learn about important information regarding applicable tax implications and filing requirements. As your clients’ most trusted advisor, they come to you asking for ways to reduce their income tax liability. Advising your clients on the strategy of implementing a retirement plan, such as a Self-Directed Solo 401(k), might be one of the best, most cost-effective and tax-efficient optimization strategies available for them.
Whitney Nash is the President and CEO of Nashional Self-Directed LLC. She is a Self-Directed Solo 401(k) retirement plan provider and educational consultant. Prior to starting Nashional Self-Directed, Whitney spent several years as a Financial Advisor working alongside her husband, who is a CERTIFIED FINANCIAL PLANNER™ professional and CPA. This experience has given her a unique perspective and overlapping knowledgebase about retirement plans and their tax implications. Whitney provides lectures that address basic and advanced Self-Directed Solo 401(k) information and concepts at tax/accounting and real estate-related seminars and conferences.