09 Jun

Customized Retirement Plan Solutions and Tax Savings for Owner-Only Businesses

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How can an owner-only business with no employees use a customized retirement plan to generate significant tax savings? If you own your business, have no employees (or very few) and have consistently high income that results in a huge annual tax bill, a customized retirement plan could help you hang on to some of your hard-earned money while kicking the tax can down the road.

Join us for a webinar that will answer:

  • Who is the right fit for this strategy?
  • How does the strategy work?
  • What do you give up in exchange for the significant tax savings?
  • What are some key factors to make it successful?
  • How long does it take to implement?
  • What are the critical deadlines?
  • How do we get started?

Learning Objectives:

  • Explore the best retirement plan options for an owner-only business.
  • Identify the important deadlines for modifying or changing your retirement plan.
  • Summarize key tax saving strategies with the right retirement plan.

Jeff Lester, Financial Advisor | Eide Bailly
Jeff has been with the firm for over 15 years. Jeff uses interactive planning to help his clients recognize their financial potential and achieve their financial goals. Many of Jeff’s clients are business owners. He works with Eide Bailly CPAs to provide clients with tax-advantaged strategies, and then he helps clients implement those strategies through sound investment management.

Lisa Chaffee, CPA, Partner | Eide Bailly
With over 25 years of experience, Lisa provides tax consulting and research, tax compliance and accounting services to nonprofits, small businesses and individuals. When you work with Lisa, you can expect an experienced and client-focused professional who is ready to meet your goals. Lisa has several specialties under her belt, and she has the experience you need to make the right decisions for your nonprofit or small business.

CPE Information
CPE Credit: 1
Field of Study: Finance
Level of Knowledge: Basic
Delivery Method: Group-Internet Based

Additional Information: 
This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Amy DeGeorge.