Brevard Chapter: Maximizing Tax Deductions and More!
3.0 Credits
Member Price $45.00
Non-Member Price $70.00
Overview
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Maximizing Tax Deductions Through Qualified Plans
Credit(s) and Type: 2 Technical Business
Speaker Name(s): Bill Black
This presentation will explain the benefits of custom-designed qualified plans for the closely-held business and professional practice. Beyond "retirement," qualified plans offer current income tax deductions, tax-deferred growth, asset protection features under ERISA, and more!
TBD
Credit(s) and Type: 1 Accounting and Auditing
Speaker Name(s): TBD
Presentation description
Meal Description
A variety of meals from Panera Bread will be available.
Chapter Registration Contact
Name: Allison Vicory
Email: avicroy21@gmail.com
Members: $45
Non-Member: $70
Register Online
Click "Add to Cart" button below.
Register by Phone
Call Member Services at (800) 342-3197.
Tuesday, June 23rd
General Session
- Maximizing Tax Deductions through Qualified Plans
William Black Jr., Financial Professional, Cambridge Investment Advisors
William Black Jr.
Bill Black has been in the pension administration business for over 36 years. As president of PensionSite.Org., he is responsible for the marketing efforts of the firm and assists CPA’s nationally establishing custom designed qualified plans for their clients. Whether 401(k) plans, Defined Benefit plans, Cash Balance plans, etc., the objective is maximizing the tax benefits and asset protection benefits afforded under ERISA. Unlike the “cookie cutter” plans offered by the payroll companies, etc., custom designs allow the client significantly more advantages in contribution allocations and the like.
Having spoken nationally and internationally on the topics of qualified plans, Bill is a much sought after speaker. Bill has been quoted in USA Today and has been a guest on several financial radio shows. He is certified to teach continuing education to CPA’s and insurance professionals. Additionally, he has had numerous articles published in industry journals.
Credits: 2 - Technical Business
This session is available to registrants only.
General Session
- TBD
Credits: 1 - Accounting and Auditing
This session is available to registrants only.
Non-Member Price $70.00
Member Price $45.00