Are You Advising Clients of
The Best Income Tax Reduction and
Asset Protection Technique Available?
If you’re a CPA, tax attorney, insurance agent, financial advisor or other estate planning professional, you may already know that the pension plan is the single greatest income tax and asset protection device - - but you may not be recommending it because you’re stuck in the past (or just don’t fully understand how it works).
In the 90’s, “top hat” restrictions and anti-discrimination rules made pension plans much less desirable than they had been before. So lots of clients dropped them. But all that has changed in recent years.
You need to revisit and rethink the whole pension plan arena.
For example, do you know:
- The 3 major types of pension plans (and the differences and benefits of each)?
- Why 412(e)(3) pension plans are more tax efficient than 401(k) plans?
- Why pension plans are more attractive to high earners after ATRA’s “PEP” and “PEASE” rules?
- How to take advantage of the increased pension contribution limits under 404(o)?
- How you may deduct up to $300,000 annually with a one-employee pension plan?
- How you can permanently eliminate state income taxes with a pension?
- Why lawsuit judgments attacking pension plans are rare, but lawsuits targeting 401(k)s are coming?
- Why joint, cross-tested pension plans are the hottest new technique in tax and asset protection planning?
If you don’t already know the answers to all these questions, you should join us, along with President of National Pension Partners, Nick Paleveda, J.D., LL.M., MBA and nationally renowned tax professional, Robert Keebler, CPA, MST, AEP, for an extremely valuable 90-minute program entitled, “The Newest, Cutting-Edge Pension Plan Techniques”.
- Program Title: The Newest, Cutting-Edge Pension Plan Techniques
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Purchase
ABOUT THE SPEAKER
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.