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SF Pension Audit Committee: Cash Balance Plans (L2070810)

REGISTRATION STATUS: This event is closed. If you would like to be added to the wait list, if it is available, please call customer service (800) 922-5272 or your program associate.

Our speakers are Steve Schilling, Director, and Danielle Broude, Financial Advisor, both with Bernstein Wealth Management in San Francisco. They will be providing an overview of cash balance plans for closely held firms.

Date:	Wednesday, August 18, 2010
Time:	12:00pm - 2:00pm (Registration at 12:00pm)
Facility:	Burr Pilger Mayer Inc., San Francisco
Area:	San Francisco
CPE Credit:	2.0 CPE (Continuing Professional Education)
Instructors:	Steven S. Schilling / Danielle Broude
NASBA Subject Area:	Taxes
Delivery:	Group Live
Course Level:	Beginning
Fee:	$15 CalCPA Members, $20 Nonmembers

Objectives:

Learn the structure and benefits of cash balance plans.

Major Topics:

Plan benefits , including the opportunity to make signficantly greater contributions than to a 401(k) or profit sharing plan;

Plan structure.

Designed for:

CPAs advising partners in closely held businesses or individuals who are seeking additional ways to reduce their tax burden.

Prerequisite:

None

Advanced Preparation:

None

Note:

A sandwich lunch will be provided; if you would like a vegetarian meal, please contact Jane Dunbar: jane.dunbar@calcpa.org; (650) 802-2465.

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