Gulf Coast - Maximizing Tax Deductions Through Qualified Retirement Plans

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Overview

2.0 Credits
IN-PERSON

Maximizing Tax Deductions Through Qualified Retirement Plans
Credit(s) and Type: 2 | Technical Business
Speaker Name: William H. Black, Jr. President, W.H. Black & Co.

January Meeting 

· Identify the differences between various types of qualified plans.
· List the different types of Defined Benefit Plans.
· Identify the different forms of Safe Harbor contributions.
· Define “permitted disparity”.
· Compare the difference between SEPs and other qualified plan options.
· Identify when one form of plan is more advantageous to your client than another.

 

SPEAKER BIO

Bill Black has been in the pension administration business for over 39 years, and helps clients work toward their retirement objectives.  He works with business owners and professional practices in the areas of benefits, retirement planning, and business planning.  Bill and his team have the ability to offer a wide range of financial products and services including insurance, annuities, and investment products (Tax sheltered plans, mutual funds) to help his clients meet their retirement needs.

Education

Bachelor of Arts, Business Administration and Economics - Rollins College

Professional Credentials

Chartered Life Underwriter (CLU)

Life and Qualifying Member MDRT (Million Dollar Round Table)

15 Time Court of Table (MDRT)

19 Top of Table (MDRT)

 

Licensed in 43 states, Bill truly has a national practice.  He has marketed and administered plans in virtually every state in the union.

Bill has spoken nationally and internationally on topics of qualified plans, and is a much sought after speaker.  He has been quoted in USA Today and has been a guest on financial radio shows.  Bill is certified to teach continuing education to CPAs and insurance professionals.  Additionally, he has had numerous articles published in national journals.

Bill brings a unique and necessary combination to the marketing effort: comfortable with the explanation of complex ideas and the ability to put them into easily understood concepts with the ability to sell.

Chapter Registration Contact
Name: Dan Raymond
Email: draymond@natherson.com
Phone: 941-923-1881

Meal Description

Breakfast Buffet provided by Sarasota Yacht Club

Member Cost 40
Non Member Cost 60
Student Cost: 0

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Call Member Services at (800) 342-3197.

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Not paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions.

  • Mail your reservation payment to:
    Florida Institute of CPAs
    3800 Esplanade Way, Suite 210
    Tallahassee, FL 32311
    Please make checks payable to: Florida Institute of CPAs


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    Event Name:
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Announcements

Special Message

Future Meetings

February 5, 2019 - Morning Meeting at the Sarasota Yacht Club - Program TBD

Sponsor Information

Sessions/Options

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Tuesday, January 8, 2019

General Sessions

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