As the population ages, concerns surrounding retirement expand. This session will discuss different planning options for your clients as they approach their golden years.
BENEFITS
Earn 4 CPE credits in (2 Taxation/2 Consulting Services).
HIGHLIGHTS
Closely Held Business Transfer and Exit Strategies for CPAs
Bryan T. Davis
This part of the seminar will apply to your business owner clients who at some point in time will either sell, transfer or liquidate their company. Several important issues will be discussed so that you can help protect your clients, their family and their business.
Retirement Plans: Client Suitability
Peter Quinn
Learn more about the various retirement plans; their limits and plan design structures. Defined contribution plans (profit sharing alternatives and 401(k) plans) and Defined Benefit Plans (traditional and cash balance) will also be discussed in detail.
Exploring Social Security
Steve Kennedy
Topics of this presentation include: how Social Security works, what you should know, different payment scenarios, and issues surrounding the program.
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$14 late fee will be applied after 10/18/15. Season Pass holders must register for each event.
Help Feed Those in Need
The New Jersey Society of CPAs Young CPAs are sponsoring a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.
Course Materials
To access the course materials, please visit your My Events page. Handouts are added as received - remember to check back for updates.
Help Feed Those in Need- The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.