A Powerful Tax Strategy for High Income Clients

CE Training Monitor

August 18, 2020
1pm Pacific
4pm Eastern

Presented by:
Philip Pirio
Senior Plan Design Consultant
Dedicated Defined Benefit Services


Defined Benefit Plans allow clients potentially the largest yearly retirement contributions while saving huge amounts in taxes. Depending on the situation, business owners may be able to save over $2.6 million for retirement in just 10 years. During this live webinar, you'll learn:

  • The mechanics of a defined benefit plan
  • Which clients might benefit from establishing a defined benefit plan
  • An alternative for small businesses with employees: Cash Balance and Safe Harbor 401(k) Profit Sharing plans
  • The roles and responsibilities of the CPA, Advisor and Third Party Administrator


Course ID: 71391
Course Duration: 1 hour
1 CE Credit

This course is approved for Continuing Education credit for several professional designations. Please enter your license number(s) for the applicable licenses and professional designations in which you would like Continuing Education credit. Missing or incorrect license numbers may delay or prevent proper crediting with your state or professional board.

What Defined Benefit Plans: A Powerful Tax Strategy for High Income Clients, CE Webinar Course 8/18/20
When Aug 18 2020 1:00 PM - 2:00 PM (PDT)

Professional Credentials

Which professional designations would you like CE credit for?

Please provide the requested information below for the state or professional designations in which you require continuing education credits. Upon successful completion you may retrieve your certificate(s) of completion at www.reged.com/certificates.

Please select the state or professional designations for which you would like CE credit*

Please include your license number(s). Missing license numbers may delay or prevent proper CE credit processing.

Are you or one of your clients interested in potentially opening a Cash Balance or Defined Benefit plan this year?*
When available, would you be interested in co-hosting a webinar with Dedicated DB for CPAs or other tax professionals in your community?