2022 Specialized Knowledge Half Day- Retirement Plan Options and Responsibilities – 4 Hours CPE
Learn about the many types of tax advantaged retirement plans and factors to consider for their implementation.
Justin Steil will discuss IRA based plans, Qualified Plans and Cash Balance Pension Plans.
Nicole Parnell will discuss ERISA compliance and administration considerations for qualified retirement plans, including the impacts of recent tax law changes. Additionally, she will discuss the tax advantages and plan design opportunities with Employee Stock Ownership Plans.
Free for TCVSCPA Members
Non-Members – $75
Please register below by Wednesday, October 26, 2022.
Please plan to arrive 30 minutes early (7:30am) for Breakfast/Registration