Sept/Oct'25 Focus: Designer DB Plus Educational Guide for CPAs
Available Until
1.00 Credits
Member Price $25
Non-Member Price $40
Overview
This article explores how CPAs can strengthen client relationships and increase firm revenue by leveraging advanced retirement plan designs, including Cash Balance and 401(k)/Profit Sharing combinations, to deliver proactive, tax-efficient strategies.
Register now and take your CPAFocus self-study exam online via the eMaterials section of your My CPE!
Prerequisites
None
Designed For
CPAs in tax preparation and financial planning
Objectives
- Identify tax-efficient retirement strategies that enhance CPA advisory value.
- Explain how combining Cash Balance and 401(k)/Profit Sharing plans maximizes client benefits.
Preparation
None
Notice
Leader(s):
Leader Bios
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 $25