Live Webinar Event: Qualified Plans with Unique Options - Think Outside the Tax Box

Live Webinar Event: Qualified Plans with Unique Options

Share This Post
NOT A SUBSCRIBER YET? CLICK HERE!

SPONSORED EVENT

We’re hosting a class to help educate you on qualified plans with unique options! As a monthly or annual subscriber this live course is 100% exclusive, and free to you! All you need to do is sign-up for the event!

Qualified Plans with Unique Options on December 14th, 2022 @ 11am PST!

The presentation will discuss qualified plans for business owners and their employees. Be prepared to learn about (DC) Defined Contribution and (DB) Defined Benefit Plans, plus unique options available to plan participants. Participants will learn strategies to increase their annual contributions beyond defined contribution limitations. Finally, we will discuss strategies to reward business owners, key employees, and strategies to utilize unique plan options within Qualified Plans.

This one-hour course will be hosted by our sponsor, New Beginnings Financial Consulting, and conducted by Sean Adams, CPA and President of NBFC, and David Hayward, CLU, ChFC, FLMI.

This course is 100% free to our subscribers!

We are offering a free continuing education credit to all qualifying participants!

In A Nutshell

WHY: To educate you and your small business clients on qualified plans!

WHO: Sean Adams, CPA and David Hayward, CLU, ChFC, FLMI

WHAT: A live webinar course!

WHEN: December 14th, 2022 @ 11am to 12pm PST

WHERE: Zoom!

HOW: It’s exclusive and free to all TOTTB subscribers!

WHAT COULD POSSIBLY MAKE THIS BETTER!?: We are offering a free CE Credit for qualifying attendees courtesy of the American Institute of Certified Tax Planners!
  • NAVIGATE BY CLIENT ALERT

  • NOT A MEMBER YET?

    SUBSCRIBE TO GET ALL OF OUR
    GREAT ARTICLES AND RESOURCES!

    CLICK HERE TO SUBSCRIBE!

    • RELATED ARTICLE

    CTA on Pause! What Tax Pros Need to Know About the Nationwide Injunction and BOI Reporting

    On December 3, 2024, a U.S. District Court judge issued a nationwide preliminary injunction prohibiting FinCEN from enforcing the Corporate Transparency Act (CTA) and its associated Reporting Rule. This injunction halts the January 1, 2025, deadline for Beneficial Ownership Information (BOI) reporting, leaving many tax professionals and business entities questioning their compliance obligations. However, this pause is temporary. The government has already filed an appeal, and the injunction could be modified or overturned at any time. FinCEN has acknowledged that reporting companies are not currently required to file BOI reports but may do so voluntarily.

    READ MORE

    CONTINUE READING

    IRC Section 121 Exclusion: Nuances That Make a Big Difference

    With the sale of a client’s primary residence, many tax professionals are familiar with the Section 121 exclusion, which allows taxpayers to exclude up to $500,000 ($250,000 for single – $500,000 for married filing jointly) on capital gains for the sale. Often, the only criteria mentioned is that the taxpayer must have owned and occupied the home for two of the most recent five years. However, this barely scratches the surface of Section 121; there’s much more money-saving potential in this portion of the tax code.

    Read More

    Exploring the Final 1099-DA (Digital Asset) Regulations

    One of the IRS’ favorite ways to entertain itself is to release new and important guidance at 5 pm on a Friday. They self-award bonus points if it is the Friday before a holiday. They hit “publish” and immediately shut down the office before anyone can react. When it comes to digital asset guidance, I speculate they also have access to my vacation calendar to release it at the most inconvenient time possible. Last summer, they released the temporary regulations on 1099 crypto reporting while I was on vacation in South Africa. This year, at 4:45 pm on the Friday before the 4th of July, they released the final regulations. I then had to spend the rest of the summer dodging my editors at TOTTB because this article was really harshing on my vacation plans.

    Read More

    Advising Clients About Prenups

    To have and to hold and happily ever after is a nice dream, but into every married life a little reality about money must fall. Enter the prenuptial agreement, aka the prenup. This contract between prospective spouses clarifies the rights and obligations of the parties during their marriage – and during the sometimes-ugly aftermath should they separate, divorce, annul the marriage, or die. Prenups can help couples set financial expectations for the marriage, including whether they’ll have a joint bank account and file taxes together, among many other matters.
    Given the sensitive nature of these conversations, it’s important to know how to advise on such an important document. What do your clients need to know?

    Read More

    Instagram Marketing for CPAs: Showcasing Expertise and Behind-the-Scenes Insights

    We’ve been expanding our conversation on how a solid online presence is crucial for professionals in every field, including Certified Public Accountants (CPAs). So far, we covered Linkedin and X (previously Twitter). In this article, we will delve into Instagram, a platform traditionally dominated by lifestyle, fashion, and food influencers; it now offers a unique opportunity for accountants and CPAs to connect with potential clients, showcase their expertise, and provide an insider’s view into their work processes. We will explore creative ways you can leverage Instagram to enhance your professional brand and connect with your audience through engaging visual content and storytelling. Unlike LinkedIn and X, you can post on Instagram (IG for short) in three main ways.

    Read More
    Scroll to Top

    Download Our FREE Magazine!

    Download Our FREE Magazine!

    Thank you for subscribing to Tax Law Pro

    You are granted a non-exclusive, non-transferable, revocable license to access and use Tax Law Pro by Think Outside the Tax Box, Inc., strictly according to these terms of use.