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Event Details
Pension Strategies for Tax Planning
Gain the advantage in working with
closely held business clients
NASBA approved seminar - 2.0- hours CPE credits available
Today, with the savings rate so low, Congress has relaxed the rules to allow deductions for contributions to both defined benefit and profit sharing plans. A pension (defined benefit) plan is the only qualified retirement plan that will allow a business owner to contribute and deduct more than $49,000 in 2010.
Seminar Overview:
1. Selecting the most suitable pension plan
2. Reduce employee cost under WRERA 2008
3. Maximize tax savings with combination plans
4. Why a pension is more tax efficient than a 401(k)
5. Selling a practice using a pension plan (Buy-Sell)
6. Compliance Issues - DOL, IRS, and PBGC rules
7. Working with an actuarial firm or TPA
Date: Friday, May 14, 2010 (note: this is different than our usual time)
Time: 7:30-8:00 am Breakfast & Registration, 8:00-10:00 am Presentation
Location: Cardinal Club, the Wachovia Building, Fayetteville Street, Raleigh.
Speaker: Nick Paleveda, MBA, J.D., LL.M. in Tax, National Pension Partners
Cost: $25 includes two (2) Continuing Education hours and a full breakfast
When & Where
Cardinal Club, in the Wachovia Building
150 Fayetteville Street
Raleigh,
NC 27601
Monday, June 14, 2010 from 7:30 AM to 10:00 AM (ET)
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