Overview

2.0 Credits
ONLINE

Explore the creative use of retirement plans and their impact on internal and external stakeholders of small businesses. Identify different types of retirement plans for small businesses and small business owners. Understand how small business owners make retirement plan decisions and non-traditional ways to use retirement plans. Discuss combining tax benefits and long term financial planning to create amazing plans for small businesses and their owners. Review what happens after retirement, separation from service, or a business transition and how CPAs can build a personal financial planning practice focused on small business retirement plans.

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