A Powerful Tax Strategy for High Income Clients

Training Monitor

December 7, 2023
10am Pacific
1pm Eastern

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


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 essentials of a Defined Benefit plan
  • How to identify viable candidates
  • 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
: 75000
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.


Defined Benefit Plans: A Powerful Tax Strategy for High Income Clients, CE Webinar Course 12/7/23

When Dec 7 2023 10:00 AM - 11:00 AM (PST)
First Name* Last Name*
* *

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.

Select the professional designation(s) for 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 general webinar with Dedicated DB for CPAs or other tax professionals in your community?