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Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.

Why Attend?

  • Understand the advantages and disadvantages of the major pension-planning options for small- and medium-sized business owners in light of SECURE Act changes in pension plan rules 
  • Help clients evaluate pension plan options and select the best pension-planning option for them for 2021 and beyond

Who Should Attend?

Any tax practitioner who will advise a business owner about selecting a pension plan for his or her business

This virtual seminar is being offered through our partnership with Midwest State CPA Societies.  Instructions for how to launch the course will follow.

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