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Retirement Programs for the Profitable Small Business, Independent Professionals and High Income Self-employment Individuals

Show CPAs a powerful tax strategy that can give their high-income self-employed and small business clients deductions of $125,000 or more each year.

Defined benefit and cash balance plans provide for potentially the highest tax-deferred retirement contribution than other plans. On average, annual contributions to these plans are $125,000* for the owner and almost 40% of that is funded with dollars that would have gone to pay taxes.

Within 5-10 years, each of these retirement plans potentially can accumulate as much as $2.5 Million in new assets for you to manage.
High asset accumulation comes in part from clients holding on to more of what they earn instead of high risk investments - another advantage in volatile markets

CPAs who haven't considered the tax advantage of these plans for qualified clients may welcome the chance to offer clients another option through you.

* Based on Dedicated DB's first year average defined benefit plan contributions

Build a Network of CPAs

We’ve developed a number of tools to support you as you talk to CPAs and gather referrals from them.

ONLINE CALCULATOR

Demo the Contribution and Estimated Tax Savings. Run a calculation that estimates your client's

2016 Income tax savings
2016 Maximum retirement plan contribution
DB asset accumulation at retirement
Maximum contribution for a variety of retirement plan options

You’ll get a personalized estimate in a client-ready proposal that you can save as a pdf. It's free and quick to run.

Tell the CPAs you approach you'd be happy to run a complete proposal for their client. You'll quickly have a professional proposal to deliver. The tax savings will get them thinking about the right clients for this plan.

Calculate Tax Deductible Contribution

PRESENTATION

Download a FREE CPA Presentation

Use the 2016 OnePersonPlus® Defined Benefit Plan PowerPoint designed specifically to present to CPAs.

With this presentation you can:

Introduce CPAs to the OnePersonPlus DB retirement plan
Compare retirement plans and potential tax savings
Show CPAs how to Identify ideal clients
Gain referrals for your advising business

Download the presentation

Remember, Dedicated Defined Benefit Services provides ongoing sales support and administrative services. We do not charge asset-based fees. We are here to help.

You provide the investments and money management.

MORE MARKETING TOOLS

Use these free marketing tools when reaching out to tax advisors.

Training to Deliver a CE Presentation to CPAs

Dedicated Defined Benefit Services will train you to deliver a one hour presentation on Defined Benefit plans to CPAs for CE credit. We can provide the presentation — all you do is bring together a few CPAs.

OnePersonPlus Program Highlights for CPAs

Email this program highlight flyer which describes the benefits of OnePersonPlus for CPAs and their clients.