Webinar Details
Course Description
Imagine your highest income clients saying, “I’m thrilled with my tax savings!” It’s not a fantasy. It’s possible with Defined Benefit Plans!
Generating massive tax savings for high-income small business owners has never been simpler.
Defined Benefit Plans offer much more flexibility than many realize. Originally designed with strict guidelines, recent updates now allow for greater adaptability. They can provide your most profitable clients with immediate tax savings and allow them to accelerate their retirements faster than your typical 401(k) or SEP.
If you have clients that are looking to generate substantial tax savings as they gear up for retirement, you’ll want to join us to explore the full potential of Defined Benefit Plans.
Learning Objectives
- Identify how Defined Benefit Plans can provide large tax benefits for your biggest clients
- Recognize how Defined Benefit Plans can be designed for flexibility
- Explore how Defined Benefit Plans can help you grow your practice
- Discover how much time is required to maintain a Defined Benefit Plan
Prerequisites
- None
Who Should Attend
CPAs, accounting/finance professionals who work with clients.
Advanced Preparation
None
Presenter Details
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Ed Meek CFP®
- Founder & Chief Executive Officer
In 2005, Ed founded Edge Financial Advisors with the goal of providing clients with a more comprehensive financial planning experience than what they had received previously. Since then, Ed has spent more time working with small business owners, independent professionals or consultants in order to accelerate their retirement outlook through generating massive tax savings.
Prior to founding Edge, Ed helped launch the Private Access Group at Fidelity Investments, where he was a Senior Account Executive & Vice President. With 25+ years of experience as a CERTIFIED FINANCIAL PLANNER™, Ed oversees all aspects of the financial planning and investment process for his clients at Edge Financial Advisors.
Ed graduated from Loyola U... Read more
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James Alexander CFP®
- Partner
James has been in the financial services industry since 2009 working at Scottrade and TD Ameritrade in various financial roles. In 2019, he joined Edge to pursue his passion for helping individuals and business owners meet their financial goals. As a financial advisor and CERTIFIED FINANCIAL PLANNER™ his focus areas include:
- Complex financial and retirement planning strategies
- Tax minimization & efficiency
- Customized investment management solutions
James specializes in working with small business owners and individuals to craft tailored plans that align with their unique situations and objectives. When he's not in the office, James enjoys spending time with his wife Rachel and their so... Read more
NASBA Sponsor
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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
Accountants' Guide: Fostering Flexibility & Simplicity with Defined Benefit Plans
Sponsored by Edge Financial Advisors
- Sep 24, 2024
- 2:00 PM EDT
- Credits: 1.00
FREE
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