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2019 Tax Planning for Law Firms Using Qualified Retirement Plans - Lunch & Learn - DVD or CD - Thursday, December 5, 2019

$60.00 each

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With the passage of the Tax Cuts and Jobs Act, many solo and small law practices are looking to find ways to save for retirement while dealing with the fallout of lost SALT deductions. This course showcases the ways lawyers can advance their retirement savings in a tax advantaged way, utilizing tax deductible retirement plan contributions. Specifically, topics covered will include:With the passage of the Tax Cuts and Jobs Act, many solo and small law practices are looking to find ways to save for retirement while dealing with the fallout of lost SALT deductions. This course showcases the ways lawyers can advance their retirement savings in a tax advantaged way, utilizing tax deductible retirement plan contributions. Specifically, topics covered will include:

• Regulatory updates and contribution limits

• Coverage testing and nondiscrimination rules

• Defined contribution plan design for various law firms

• Using Roth 401(k)s to span tax savings across generations

• Defined benefit plan design

• Coordinating plan design around the new 199A deduction

 

Faculty: Andrew E. Roth, Esq. 

              Danziger & Markhoff LLP.

 

Time: 12:45 p.m. - 2:00 p.m. Registration begins 12:15 p.m.

 

Location: SCBA Headquarters, 560 Wheeler Road, Hauppauge

 

CLE Credits: 1.5 Practice Management

 

Pricing: $45 for SCBA Members & $60 for Non Members