January 22, 2024


Webinar


2 CPE

Webinar (CA): Tax Planning with Retirement Plans for 2023 & 2024

January 22, 2024
Webinar
2 CPE

Webinar (CA): Tax Planning with Retirement Plans for 2023 & 2024

  • Instructor

    Mark
    Clark, QPA, APA

Learning Objectives

• Identifying forward looking tax favored planning opportunities for your clients

Major Topics

• An objective look at retirement plan selection
• Pros and cons of different plan types

CPE Credits Available

2 CPE
2
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, financial advisors and planners.

Provider

California CPA Education Foundation

This event has ended.