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Your clients turn to you as their trusted adviser to help them understand and plan for retirement. The Adviser’s Guide to Retirement Plans for Small Businesses is designed to provide you with the knowledge and tools you need to offer strategic advice about retirement plans. In 30 chapters, you’ll find discussion of statutory requirements, the legal structure of various plan types, as well as detailed information on plan design, establishment, monitoring, administration, correction of failures, and termination.
An extraordinary tool for CPAs in public practice, this book helps you to understand and explain the complexities of small business retirement plans and enables you to secure your clients’ long-term financial security through sophisticated planning. The guide is also an excellent resource for CPAs working in business and industry, tax preparers and financial advisors, and financial service organizations and corporate executives.
The book discusses in great depth and detail:
In addition to providing information on qualified and tax sanctioned plans in general, this book focuses on aspects of plan design for the smaller business owner. It covers many of the issues that affect plan design and operation, including
Plan Updates, Review, and Maintenance
Clients need guidance more than ever, given the combination of never-ending tax reform and the market volatility experienced over the past few years. Practitioners providing this complex level of planning and review help clients by
Note: This product is an electronic download file that will be accessible immediately after completing your purchase. Access to this file—from the My Download page—expires 90 days from purchase date.
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