OSCPA's November Lunch + Learn: Game Changing Tax Reduction Strategies for Small Business Owners - VIRTUAL
1.00 Credits
Member Price $0
Non-Member Price $40
Overview
Join the OSCPA for our monthly Lunch + Learn event over topics important to Oklahoma CPAs. This month learn about a game-changing strategy that integrates Cash Balance Defined Benefit, 401(k), and Profit-Sharing plans to deliver powerful tax advantages, flexible funding options, and accelerated retirement savings for small business owners. Designed for CPAs and financial professionals, this session explores how legislative enhancements from the Pension Protection Act, SECURE Act, and SECURE Act 2.0 enable contributions of $100,000 to over $1 million annually-while directing 90% or more of contributions to the business owner. As part of your OSCPA membership your registration for this event is FREE*.
In-person Seminar: Do you prefer to join us in person? Sign up for the in-person seminar here!
*Must be a member in good standing at the time of the course. Members are not automatically registered and must sign up to attend as registration is available. Find more information here.
Highlights
- How to legally reduce federal and state income taxes through a qualified retirement combination plan design
- How to help many clients qualify for the elusive 20% QBI deduction using ERISA-based planning
- The strategic use of 401(h) accounts to fund tax-free medical reimbursements in retirement
- Asset protection benefits under federal ERISA statutes
- How to use flexible funding strategies to adapt plan contributions to cash flow and business goals
- Real-life case studies demonstrating 6-figure annual tax savings and long-term wealth accumulation
- Participants will leave with a clear understanding of how to use programs to better serve high-income business owners, maximize after-tax income, and create lasting value in their advisory relationships.
Prerequisites
Basic understanding of retirement plans and small business tax planning
Designed For
Basic understanding of retirement plans and small business tax planning
Objectives
- Tax Reduction Strategies for Small Business Owners
- Legislative, Legal Changes & Improvements to Employer Sponsored Plans over past decade
- How to Implement Multi Million Dollar Retirement Plans in under 10 years
Preparation
None
Leader(s):
Leader Bios
Kathleen Arnold, Co-Founder, Retirement Actuarial Services
Kathleen Arnold is a Co-Founder of Retirement Actuarial Services and a Plan Design Specialist. Kathleen has been in the financial services industry for over 20 years. Kathleen brings a wide range of knowledge and expertise to the firm. She holds a professional designation as a Chartered Retirement Plans Specialist from the College of Financial Planning. Kathleen is the Co-Author of Amazon’s #1 Top New Release in Retirement Planning, Designer DB Plus Game-Changing Tax Reduction & Retirement Strategy for Today’s Small Business Owners. Kathleen has served on the board of directors and volunteered for the National Association of Insurance and Financial Advisors (NAIFA), the International Association of Working Mothers (TIAWM), the Women’s Money National Council, the Women of the Sterling Club, the Women in Construction, and the Henderson Chamber of Commerce. Kathleen is the former Women’s Money Blog Talk Radio Talk Show Host & Initial President of the 1st Local Chapter of TIAWM.
Stephen Arnold, Founder/CEO, Retirement Actuarial Services
Stephen Arnold is the Founder/CEO of Retirement Actuarial Services. As a CPA Team-Based Consultant, he provides ongoing education to CPAs on various topics, including advanced tax reduction and retirement planning strategies. He holds a professional designation from the College of Financial Planning as a Chartered Retirement Plans Specialist, having been educated in the specific area of small business, including the design, implementation, and maintenance of retirement plans. He holds a Series 65 Uniform Investment Advisor Law License and is a Registered Investment Advisory Representative with Brookstone Capital Management. Stephen has been in the financial services industry for over 20 years. He is the Author of Amazon’s #1 Top New Release in Retirement Planning, Designer DB Plus: Game-Changing Tax Reduction & Retirement Strategy for Today’s Small Business Owners. Stephen is a U.S. Marine, and his favorite charity is the ASPCA for Animals and Wounded Warriors.
Non-Member Price $40
Member Price $0