Today, with the savings rate so low, Congress has relaxed the rules to allow deductions for contributions to both defined benefit and profit sharing plans.  A pension (defined benefit) plan is the only qualified retirement plan that will allow a business owner to contribute and deduct more than $49,000 in 2010.

Seminar Overview:

I. Selecting the most suitable pension plan

II. Reduce employee cost under WRERA 2008

III. Maximize tax savings with combination plans

IV. Why a pension is more tax efficient than a 401(k)

V. Selling a practice using a pension plan (Buy-Sell)

VI. Compliance Issues - DOL, IRS, and PBGC rules

VII. Working with an actuarial firm or TPA  

Mr. Paleveda is one of the leading speakers in the United States in the area of Tax Law and Tax Planning. He has spent over 25 years in the field of tax planning. His clients included the Coca-Cola family and the founder of Dunkin Donuts. In 2001 he saw changes in the tax law (EGTRRA) that encouraged tax savings through the funding of defined benefit pension plans. After receiving a B.A. from the University of South Florida in 1977, an M.B.A. degree from the University of South Florida in 1979, a J.D. from the University of Miami in 1982 and an LL.M. in Taxation from the University of Denver in 1983, he did post-graduate work at Oxford University in England and Harvard University in the United States. Mr. Paleveda is a former adjunct professor at Oglethorpe University in Atlanta for the Certified Financial Planning program and in 2009 was appointed to appear before the U.S. Supreme Court.

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Date:Friday, May 14, 2010 (note: this is different than our usual time)

Time:7:30-8:00 am Breakfast & Registration, 8:00-10:00 am Forum Presentation

Location:Cardinal Club, the Wachovia Building, Fayetteville Street, Raleigh. View Larger Map

Speaker:Nick Paleveda, MBA, J.D., LL.M. in Tax, National Pension Partners

Includes:Two (2) CLE/CPE Continuing Education hours and a full breakfast

New Pricing: $25 includes two (2) Continuing Education hours and a full breakfast

 

Registration

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Name:__________________________ Firm:___________________________________

Address: _______________________________ City: ____________________ NC Zip: _______

Phone: _____________________ Email: ___________________________ CPA Attorney

Please note: You must be a practicing CPA or Attorney

>>>>>>>>> Please fax completed form to (919) 882-0966 <<<<<<<<<

National Pension Partners is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.