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.