Vermont Society of Certified Public Accountants
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CREATIVE RETIREMENT PLANS FOR SMALL BUSINESSES - LIVE ZOOM VIDEO CONFERENCE

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Member Price: $195.00
Non-Member Price: $255.00

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Date/Time:
Sep 1, 2020, 12:45pm–4:30pm
Developer:
Boston Tax Institute
CPE Credits:
Taxes: 4.00
Fields of Study:
Taxes
Level:
Update
Instructors
Lawrence Starr
Lawrence C. Starr, MBA, FLMI, CLU, CEBS, ChFC, CPC, EA, ATA, QPFC; State University of New York at Stony Brook (B.A.); University of Hartford (MBA); Specializing in Pension and Profit sharing plan consulting, administration, and actuarial services for a fee-for-service basis.

CREATIVE RETIREMENT PLANS FOR SMALL BUSINESSES is a 4-hour video conference led by Lawrence Starr, FLMI, CLU, CEBS, ChFC, CPC, EA, ATA, QPFC, MBA, an author of the AICPA text The CPA's Guide to Retirement Plans for Small Businesses and frequent national lecturer and author of many professional journal articles.

This is not your same old basic retirement plans course, this is a selected review and discussion of topics in creative plan design for your clients; how you can differentiate yourselves from the usual stuff that is out there. We're going to show the creative things that benefit your clients that you did not think you could do (but are completely acceptable if you know how). We are going to destroy some of the prevailing myths that are out there that artificially restrict what you think you can do for your clients. This is the true (and often misquoted) "thinking outside the nine dots". Come and prepare to be challenged in what you think you already know that just is not so!

This is a live, interactive Zoom video conference with Q & A throughout the seminar.

BONUS: 30-minute pre-game warm-up to jump on early to ask questions about any topic!

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