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ENGAGE 2020


TAX2010 - TAX2010. Retirement Planning


Jul 24, 2020 1:25pm ‐ Jul 24, 2020 2:15pm

Description

This session will provide you with updates on the retirement plans that are currently available for owners and employees of small businesses. This includes the effects of the TCJA, SECURES Act and CARES Act, specifically considering both qualified and nonqualified retirement plans. Beyond just taxes, the session also considers the business planning aspects of the various plans available, from golden handcuffs to use in exit planning.

Learning Objectives:
  • Learn about updated qualified and nonqualified retirement plans available to small businesses
  • Appreciate how these techniques can be used in business planning, particularly in light of the COVID-19 disruption to plans

Speaker(s):

  • Steve Parrish, JD, RICP, CLU, ChFC, AEP, Co-Director of the Retirement Income Center, and Adjunct Professor of Advanced Planning, The American College

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