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Austin Chapter Event - Maximizing Tax Deductions and Ret. Plan Contributions with Cash Balance Plan
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Austin Chapter Event - Maximizing Tax Deductions and Ret. Plan Contributions with Cash Balance Plan

 Export to Your Calendar 10/10/2019
When: Thursday, October 10, 2019
11:30 AM -1:00 PM CT
Where: The County Line on the Lake
Austin, Texas 
United States
Contact: Pat Pattison
817-370-8942

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Maximizing Tax Deductions and Retirement Plan Contributions with a Cash Balance Plan

 

Speaker: Blake Willis 

 

This presentation provides an overview of cash balance plans including advantages, plan mechanics, plan investments, case studies, and discussion of companies that are the best fit. The audience will learn how to apply cash balance plans to assist small business owners with maximizing tax deductions and retirement plan savings. Blake is a frequent speaker at conferences and meetings across the US. He also leads clients through IRS audits and DOL investigations.


For additional information, click the "Register" button below.

  

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