We are part of the change that the government has brought to our lives. Yes, as accountants, CPAs, tax professionals, and tax planners, we are here to make a difference. With the new legislation (SECURE 2.0 Act), which includes many new tax incentives, we must be prepared to help our clients succeed. At the same time, we have the opportunity to grow our businesses with new services and expertise. Let's dive into the world of maximizing retirement and building a living legacy that can benefit you, your clients, and the generations to come.

This class will cover various topics, including understanding the different benefits of each retirement plan available, how to help clients choose the right plan for their needs, and strategies for maximizing tax benefits. The class will also cover recent changes to tax laws that have created new opportunities for retirement savings, including the SECURE 2.0 Act. You will learn how to leverage these changes to help your clients save more for retirement while minimizing their tax liability. Gain the knowledge and tools you need to help your clients unlock new tax credits and maximize their retirement savings.

Learning Objectives:

• Outline the different benefits of each retirement plan available and the pros and cons of each


• Summarize the tax credits and deductions that can help clients save money on their taxes while contributing to their retirement savings 


• Recognize recent changes to tax laws, such as the SECURE 2.0 Act, to help clients maximize their retirement savings and minimize their tax liability