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Tax-Advantage Opportunities for Business Owners
$25.00Traditionally, companies chose between implementing either a Defined Contribution Plan, such as a 401(k)/profit sharing plan, or a Defined Benefit Plan. Each type of plan has benefits and limitations. Bill will discuss the benefits and features of Defined Benefit Plans and the opportunity that recent tax law changes present. These rule changes have fostered the resurgence of qualified retirement plans, especially for partners/owners looking for larger tax deductions and asset protection.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by William Fortner
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Your Client’s Employee Benefits Package
$25.00Share with your clients how to integrate the multiple facets of an employee benefits package including: Qualified Plan Regulations and Fiduciary Liability; Defined Benefit Plan Rescue; SEP IRA vs. Simple IRA vs. 401(k); Bundled vs. Unbundled Service Providers; Group Health; Payroll; and other components of Corporate Wellness. Maureen and Nick will review how practitioners can understand and communicate the associated pros and cons to help business owners move forward in this confusing environment.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Maureen Verduyn, CFP®, EA, M.Ed. & Nick Gardner -
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Understanding the Reporting Requirements and Liabilities for Business Owners
$25.00The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner
Click play to watch a short video about ‘Understanding and Reporting Requirements and Liabilities for Business Owners’
