CRITICAL 401(k) Year-End Review for Business Owners

Few business owners do proper long-term 401(k) planning to control their taxes and maximize benefits both for their employees and for their bottom line. As we move toward the end of the year, it’s critical to do a review of your 401(k) structures before December deadlines—a vital part of your year-end tax planning. Our experts, California Estate Planning Attorney Jim Cunningham and Christina Lindsey Orta from Ascent Wealth Management will help you evaluate the different types of plans available, including little-known plans & strategies that allow for sizeable advantages to owners while also providing good employee retention benefits.

In this legal webinar which is crucial to business owners large and small we discuss:

Retirement plans that can be used by small businesses in conjunction with 401(k)s or as stand alone plans (like a Solo 401(k), 415 (c)(1)(A)
404 deductibility
State-run retirement plans (and why business owners should avoid them)
Defined Benefit Plans and Cash Balance Pension Plans (which must be implemented before year end)
Profit Sharing 401(k) plans
SEP IRA (planning can be deferred until 2022)
What’s involved in a Year-End Tax Planning Discussion including:
Corporate Structure
Establishing a plan
Generating plan structure and disclosures
Establishing W2 compensation
Funding deferrals

Make this webinar part of your year-end best practice!

Replay the webinar!

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