Don Farmer's 2024 Retirement Plan Playbook: A Game-Changer for Advising Your Small Business Clients
Online
2.00 Credits
Member Price $79.00
Non-Member Price $99.00
Overview
This isn’t your average tax course — this is the ultimate showdown of retirement planning strategies, delivered with the energy and excitement of a sports highlight reel.
Join us as we break down the playbook for selecting the best retirement plans for small businesses. With a mix of humor, real-world examples, and expert insights, you’ll learn how to help your clients score big on tax savings and secure their future. We’ll dive into the latest moves from the SECURE Act 2.0 (signed into law Dec. 29, 2022), including the new Roth SIMPLE and SEP IRA provisions that are changing the game for the 2024 tax year.
Don’t just sit on the sidelines — get in the game with Don Farmer’s 2024 Retirement Plan Playbook and become the MVP for your clients’ retirement strategies!
Objectives
Identify the best type of retirement plan for small business owners, based on the underlying facts. Identify the payroll ramifications of different retirement plants. Compute the maximum available deduction for each type of plan.
Highlights
The major topics covered in this seminar will inform you which clients are best suited for each of the following plans:
- SEP-IRA’s
- SIMPLE IRAs; 401(k)s
- Traditional and Roth IRAs
- Defined benefit plans
Additional topics discussed:
- How will SEP Roth and SIMPLE Roth contributions work under the SECURE Act 2.0?
- What are the payroll tax consequences of choosing each type of plan?
- Which plans provide the greatest flexibility?
- Which plan can provide the quickest accumulation of retirement savings?
Designed For
Individuals who help small business clients select retirement plans.
Notice
By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies
Leader(s):
Leader Bios
George Koutelieris
George Koutelieris, CPA, MS-Tax Johnson & Shute, P.S.
George J. Koutelieris, CPA, MS-Tax, has practiced tax accounting for more than 24 years. He is the managing shareholder of the CPA firm Johnson & Shute, P.S. in Bellevue, Washington. George is a frequent lecturer for organizations providing professional education to other tax CPAs and has written and presented live courses and webinars for the last 10 years. Because of his understanding of tax law and ability to make it understandable, George is someone other CPAs turn to when they have difficult tax questions.
Greg White
Greg White, CPA WGN, P.S.
Greg White, CPA, has practiced tax for more than 40 years. He is founder of the CPA firm WGN, P.S. in Seattle, Washington. Greg served as an Adjunct Professor at the Golden Gate University’s Seattle Campus over a 14-year period. He is licensed to practice in U.S. Tax Court and has argued cases before the Tax Court. He has been named a “Top 50” IRS Practitioner by CPA Magazine.
Non-Member Price $99.00
Member Price $79.00