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Self-Study CPE
DEATH AND TAXES: ESTATE PLANNING FUNDAMENTALS FOR ACCOUNTANTS
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TAX REFORM: STRATEGIES FOR YOUR INDIVIDUAL AND SMALL BUSINESS CLIENTS
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EFFECTIVE REPRESENTATION TO ADDRESS ENFORCED COLLECTION ACTIVITY FROM THE IRS
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HOME OFFICE DEDUCTION
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS
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EARNED INCOME TAX CREDIT
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EDUCATION TAX BENEFITS
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TAX TREATMENT OF SICKNESS & INJURY PLANS
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REASONABLE COMPENSATION FOR SHAREHOLDER-EMPLOYEES OF S-CORPS
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Free cpece webinars
Defined Benefit and Cash Balance Plans: Proven Tax and Retirement Strategies

DEFINED BENEFIT AND CASH BALANCE PLANS: PROVEN TAX AND RETIREMENT STRATEGIES

Cost Free
CPE Credits 1.0 hour
1 hour for EAs (Federal Tax)
Course Id# - HURS9-T-00445-19-O
Subject Area Taxes
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Taxes
Course Description

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.

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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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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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.