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PA/DE Valley Virtual Chapter Meeting: Cash Balance Pension Plans: Opportunities and Pitfalls

Sep 21, 2022 12:00pm -

Sep 21, 2022 01:00pm

(GMT-5)

Event Description

The Pennsylvania/Delaware Chapter of the

American Academy of Attorney-CPAs

invites you to:

Cash Balance Pension Plans:

Opportunities and Pitfalls

Wednesday, September 21

12 pm - 1 pm Eastern Daylight Time

Presented by:

David Danziger, JD, LLM

Program Description

In this program we will cover:

What is a Cash Balance Plan? How does it differ from 401(k) and traditional Defined Benefit Plans?
What are the Maximum contribution limits? (Hint: $200,000 or more.)
Strategies for maximizing tax deductions while controlling cashflow requirements.
What financial commitments do business owners assume when they adopt a Cash Balance Plan?
We will review a real-life case study that demonstrate how to maximize the cost-benefit ratio in favor of business owners & family.

Date & Time

Wednesday, September 21

12 pm -1 pm Eastern

Location

This meeting will be held via Zoom - log-in details provided in the registration confirmation email.

Cost

Free to AAA-CPA Members; $20 for non-members

Education

This program offers 1.0 CPE credit and should offer 1.0 (M)CLE credit in Pennsylvania only (pending). (M)CLE credit for other states may be permitted via self-reporting.

Registration

In order to receive the information to log-in to the Zoom meeting, please register prior to the meeting by clicking on the "Register Now" button. Please note that you will be asked to create a new user profile if you do not already have an account with AAA-CPA.

Questions may be directed to meetings@attorney-cpa.com or info@attorney-cpa.com.

About the Presenter:

David Danziger, JD, LLM

David Danziger has focused his legal practice on Tax Qualified Retirement Plans for closely held businesses since becoming licensed in 1979. He earned a bachelor’s degree in finance from the University of Connecticut in 1976, a law degree in 1979, and a Master of Laws Degree in Taxation from Temple University in 1984.

He is nationally known for his expertise in the use of the “non-discrimination” rules to skew contributions in favor of business owners and family member. David has made presentations on this topic to the American Society of Pension Actuaries, the American Law Institute, the Bucks County Estate Planning Council, and many more.

In December of 2021, Dave sold his TPA practice to The Retirement Advantage. He now works for them as an ERISA Specialist, focusing on non-legal representation of clients in audits and corrections under the Employee Plans Compliance Resolution System (EPCRS). He welcomes the opportunity to speak with you and exchange ideas for maximizing value for small business owners.

Additional Information

Delivery Method: Group Internet-based and Group - Live

Program Level: Intermediate/Advanced

Prerequisites: None

Advanced Preparation: None

Who Should Attend? Attorneys, CPAs, Business Professionals

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org.

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.

*(M)CLE varies by state. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. A general Certificate of Attendance will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.

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Event Type:Chapter Meeting

Category:DE/PA Chapter

Early registration ends on Jul 31, 2022.
Regular registration starts on Aug 01, 2022 and ends on Sep 21, 2022.
Late registration starts on Sep 22, 2022.
(GMT-05:00) Eastern Time (US & Canada)