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DTSTART;TZID=America/New_York:20230111T083000
DTEND;TZID=America/New_York:20230111T103000
DTSTAMP:20260419T155636
CREATED:20230109T163641Z
LAST-MODIFIED:20230109T163641Z
UID:1199-1673425800-1673433000@liafpn.org
SUMMARY:﻿2023 Pension update Seminar & Breakfast
DESCRIPTION:CPE Credits available for all CPA’s who attend! \nCFP Credits available for Certified Financial Planners who attend! \nWe are happy to present another fantastic opportunity to connect and learn! \nPlease join us on Wednesday\, January 11th at 8:30 AM at 201 Old Country Rd Melville\, NY 11747 Lower Level for breakfast and a discussion on Qualified Retirement Plan Design for Business Owners! \nWe are honored to have Andrew Roth\, Esq.\, Partner at Danziger & Markhoff LLP\, share ways business owners can withstand the headwinds generated by the current environment while maintaining the ideal qualified retirement plan design for their business. \nTopics covered will include: \n\nBenefits of Qualified Retirement Plans\n\nMaximize tax deductions for owners\nAsset protection\nRecruit and retain staff\n\n\n\n\n2023 IRS Plan Limits\n\n\nTypes of Qualified Retirement Plans\n\n\nDefined Contribution Plans – Laying the Foundation\n\n401(k) Plans\nTraditional 401(k) – Immediate tax deduction / tax-deferred growth\nRoth 401(k) – Tax-free growth and withdrawal\nADP testing and top-heavy testing\nSafe Harbor designed-based alternative to ADP testing\nProfit Sharing Plans – Flexible New Comparability (Age-Weighted) Contributions\n\n\n\n\nDefined Benefit Plans – Maximizing Tax Deferral for Business Owners\n\nTraditional Defined Benefit Plans – owner/spouse only\nCash Balance Plans – businesses with staff\n\n\n\n\nLegal Update – SECURE Act\, etc.\n\n\nFuture Trends – How they will impact business owners\n\nDon’t miss this opportunity. Seating is limited\, so RSVP as soon as possible. \nTo confirm attendance\, please click here
URL:https://liafpn.org/event/%ef%bb%bf2023-pension-update-seminar-breakfast/
LOCATION:201 Old Country Road Suite 140 (lower level) ﻿Melville\, NY 11747\, 201 Old Country Road Suite 140 (lower level)\, Melville\, NY\, 11747
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DTSTART;TZID=America/New_York:20230118T173000
DTEND;TZID=America/New_York:20230118T200000
DTSTAMP:20260419T155636
CREATED:20230109T164036Z
LAST-MODIFIED:20230109T164036Z
UID:1201-1674063000-1674072000@liafpn.org
SUMMARY:January 2023: Business After Hours!
DESCRIPTION:2023 has arrived! Time to celebrate with another fun in-person gathering. Let’s connect over Happy Hour! \nPlease join us on Wednesday\, January 18th at 5:30 PM at The Hilton located at 598 Broadhollow Rd\, Melville\, NY 11747 \nMingle with other financial professionals\, including CPAs and Attorneys\, in a relaxed environment. We look forward to connecting with you! \nTo confirm attendance\, please click here
URL:https://liafpn.org/event/january-2023-business-after-hours/
LOCATION:The Hilton\, 598 Broadhollow Road\, Melville\, NY\, 11747\, United States
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