SECURE ACT & CREATIVE RETIREMENT PLANS

Description:

SECURE ACT/CREATIVE RETIREMENT PLANS FOR SMALL BUSINESSES is a 1-day (8 credits) led by Lawrence Starr, FLMI, CLU, CEBS, ChFC, CPC, EA, ATA, QPFC, MBA an author. Course will review the":good and the bad" of  the most extensive retirement plan legislation since the Pension Protection Act of 2006.  You will uncover ways you can assist your clients with all aspects of administering, implementing and planning. Yes, there are lots of good things, some bad things, and even a very bad thing or two (the Ugly!) that can wreak havoc with your client’s prior planning. You'll learn strategies for creative plan design for your clients, while still complying with all of the regs and requirements.Come and prepare to be challenged in what you think you already know that just is not so! 

Highlights:

  • Overview and detailed analysis of the new SECURE Act, including new software tools that help with  tax planning for (now more complicated) distributions
  • Selected review and discussion of topics in creative plan design for your clients-  how you can differentiate yourself from the usual stuff that is out there.
  • Clarify true vs. mythical restrictions to retirement plan design and management.

Objectives:

Provide tax& financial advisors and retirement plan managers with an overview of the new SECURE Act and ways to creatively design and administer retirement plans for maximum advantage for your clients.

Prerequisites:

Basic understanding of retirement planning and tax regulations. 

Notes:

 

Credits:

8

Members

Standard Fee: $270.00

Non-Members

Standard Fee: $270.00

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Vendor:

Boston Tax Institute, Ltd.

Location:

Fireside Inn & Suites
81 Riverside Street
Portland, ME 04103
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Start:

September 1, 2020 8:30am

End:

September 1, 2020 4:30pm

Check-in starts at 8:00am

Leader:

STARR, LAWRENCE

Lawrence Starr, FLMI, CLU, CEBS, ChFC, CPC, EA, ATA, QPFC, MBA, authored the AICPA text, The CPA’s Guide to Retirement Plans for Small Businesses and many professional journal articles. He is also a frequent national lecturer.

Designed For:

Accountants, tax and financial advisors; HR Benefits management personnel.

Yes

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