**CANCELLED** Adding Value for Clients via Retirement Programs

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Event Details

Tuesday, August 10, 2021

8:00am – 11:30am
(Registration: 7:30am)


Hilton Garden Inn

3720 N Reserve St

Missoula, MT 59808


Field of Study

  • Taxes

CPE Credit

4 hours CPE credit

Course Code



Level of Knowledge



Kaplan Financial Education Powered by Loscalzo


Experience working with closely held business owners.


All materials will be electronic only

Closely held business clients look to their CPA to provide timely tax planning advice. Qualified plans offer one of the most significant tax deferral opportunities, especially when designed specifically to fit a business owner’s own tax and financial goals. This program will discuss options available to design a plan that provides maximum value to the business owner while keeping other plan costs under control.

CPAs looking to show clients why their services are of more value than the “average” tax professional will want to attend this session.


  • The economic benefits of tax deferral planning
  • How a defined contribution plan operates and the types of such plans
  • What a defined benefit plan is and the options available when designing such plans
  • The information the CPA needs to help the client assemble before going to see a qualified plan design professional
  • When a Roth 401(k) could make sense in a client’s plan


Participants will be able to:

  • List the types of qualified retirement plans available for small business taxpayers
  • Explain the options available to design plans to maximize key employee benefits
  • Identify the types of plans that may be appropriate based on the client’s preferences, goals and business structure
  • Assist clients and qualified plan design professionals in communicating with each other to achieve maximum value

Designed For

CPAs in public practice that provide tax and/or financial planning services to closely held business clients.

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