Unlock the potential of retirement funds in business financing. This presentation provides a comprehensive understanding of how CPAs can guide their clients to wisely utilize retirement funds for business growth. Explore key strategies, common pitfalls to avoid, and best practices to ensure compliance and maximize benefits. It's an essential course for CPAs seeking to broaden their skills and offer their clients innovative financing solutions.
Learning Objectives:
Benetrends Financial
Vice President Strategic Development
lcarnell@benetrends.com
(267) 638-9010
Larry is a former award-winning entrepreneur, franchise, and finance expert. He is an Industry pioneer and subject matter expert in using retirement funds tax, penalty and debt free to start or acquire a business since the 1990s.