MASTERCLASS
Retirement Planning
How to Optimize Retirement Plans For Your Clients
Tuesday, June 28 | 2 pm ET
Hosted by
Kyle Deering
Corvee
Scott Davis
Tax Research & Planning Manager | Corvee
Retirement planning can be confusing…even for tax professionals and accountants.
Do you recommend a pension or 401(k)? Do you know the ins and outs of SEP or SIMPLE IRAS? What about Insurance retirement strategies?
Most know very little about how different retirement plans are taxed, how they are administered, or how expensive they could be for their business clients to sponsor.
Join Corvee’s experienced tax professionals for this one-hour Retirement Plan Masterclass. You’ll learn how to compare plans, why each plan is valuable, which types of plans can be combined for maximum tax benefits, and what steps you need to take to get started on implementation.
In this one-hour Retirement Planning Masterclass, you’ll learn:
- The one golden question you must ask your clients to help guide them to select the right retirement plan for their situation
- How to maximize your clients’ retirement contributions and business deductions
- How business owners pay themselves more than the IRS
-
How high earners can build long-term tax savings
-
Why 401(k) plans are not for everyone
-
Why your role in retirement planning may, or may not, end with setting up the retirement plan
In this one-hour Retirement Plan Masterclass, you’ll learn:
- The one golden question you must ask your clients to help guide them to select the right retirement plan for their situation
- How to maximize your clients’ retirement contributions and business deductions
- How business owners pay themselves more than the IRS
-
How high earners can build long-term tax savings
-
Why 401(k) plans are not for everyone
-
Why your role in retirement planning may, or may not, end with setting up the retirement plan
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Corvee, LLC, Corvee Practice Development, LLC, Corvee Advisors, LLC, and related entities are each legally separate and independent entities, which cannot obligate or bind each other in respect of third parties and with each entity liable only for its own acts and omissions and not those of each other.
Corvee has achieved positive results for its clients who have used its business development strategies and practice management tools, but the revenue figures and successes of our top clients are not typical. Because past performance is not a predictor of future success, you may have more or less success depending on many factors, including your background, experience, work ethic, client base, and market forces. Material discussed is meant for general illustration and/or informational purposes only, and it is not to be construed as investment, tax, or legal advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice. Additionally, at times we may discuss the law or new and pending legislation. Please know our understanding of it is constantly changing, and you cannot and should not rely upon us for legal, financial, or accounting advice.
Corvee has achieved positive results for its clients who have used its business development strategies and practice management tools, but the revenue figures and successes of our top clients are not typical. Because past performance is not a predictor of future success, you may have more or less success depending on many factors, including your background, experience, work ethic, client base, and market forces. Material discussed is meant for general illustration and/or informational purposes only, and it is not to be construed as investment, tax, or legal advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice. Additionally, at times we may discuss the law or new and pending legislation. Please know our understanding of it is constantly changing, and you cannot and should not rely upon us for legal, financial, or accounting advice.