CPA - medium firm
CPA - large firm
Enrolled Agent
Other
Do you have self-employed clients that make over $200,000 a year and are looking for additional tax deductions? In this session, you will learn about how cash balance plans and other defined benefit plans can be great tax planning tools. Your clients can combine these plans with 401ks to get as much as $300,000 into retirement and get a full tax deduction. This is one of the best tax strategies for high income business owners!
Course Objectives:
- Understand how cash balance plans work along with best practices.
- Learn strategies to maximize owner contributions and tax deductions.
- Identify best practices that will allow for additional billing opportunities.
- Help clients stay below the section 199 threshold.
- Understand the pros and cons of plans and how to communicate them to clients.
Paul Sundin
Emparion, LLC
Partner
task755@gmail.com
(844) 340-1000
Paul Sundin is a CPA and has over 20 years of experience with tax planning and tax structuring for high income business owners and entrepreneurs. Paul’s approach starts with educating his clients on effective and practical ways of reducing their tax liability and achieving their financial goals.
About Our Presenter
At Emparion, we are a leading provider of strategic retirement services. Our emphasis is on defined benefit plans and cash balance plans. Our goal is to educate our clients and partners on strategies that aren’t often understood or implemented. We offer strategic advice to lower your tax bill and help you grow your retirement.
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