CHC Ventura CPA DG: Advanced Plan Qualified Plan Designs from Inception to Implementation | C3011117

Instructors

Date :
November 15, 2017 8:00 AM - 10:00 AM
Location :
Channel Counties
Facility :
Marie Callenders Restaurant - Ventura
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Level of Difficulty :
Intermediate
Member Price :
25
Nonmember Price :
35
CPE Credits :
CPE 2.00
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Qualified Retirement Plans are a black box for many CPAs, but they are a significant tax saving tool. Learn about various plan designs and when they are appropriate.

Objectives:

Participants will:
  • Learn the various Qualified Plan options, how they work, and when they are appropriate;
  • Gain a broad understanding of Qualified Plans and the potential tax savings available from them;
  • Understand there are other plans besides a 401(k) that provide enormous tax deferral opportunities.

Major Subjects:

How a Qualified Plan is designed and the tax laws that govern its construction and operation.

Advanced Prep:

None.

Misc. Information:

A full breakfast buffet is included and begins at 7:30 a.m. Cost: Members/$20; Nonmembers/$30.
Level of Difficulty:
Intermediate
Field of Interest:
Taxes
Prerequisites:
None.
Designed For:
CPAs, attorneys, professional staff.

Instructors

Raymond West Liden
Raymond W. Liden, APA (Accredited Pension Administrator) and A.I.F. (Accredited Investment Fiduciary) excels at personalized custom qualified plans. Ray is also a Principal of Liden, Nestle, Soled & Associates, Inc., a premier ERISA consulting and administration firm in Westlake Village, California. The firm designs, installs, communicates and administers custom retirement plans for individuals and companies. Establishing his first 401(k) Plan in 1982, he brings extensive hands-on experience in communicating the benefits and the long-term financial impact of the 401(k) Plan. Ray is the go-to guy with 401(k) questions. The firm's tagline: Making the Impossible --- Possible.
No Agenda or Materials posted.