CPA Course Overview

This in person CPA CPE training course offers a comprehensive overview of essential financial planning strategies, focusing on retirement plans, tax saving methods, and estate planning.  Topics include Defined Contribution and Defined Benefit Plans, leveraging life insurance within qualified plans to secure tax free income, and exploring income tax saving strategies tailored for self employed individuals and small business owners.  Participants will also learn about annuity opportunities, how to manage required minimum distributions (RMDs), and the role of life insurance in estate planning.  The program covers advanced business life insurance concepts like buy/sell agreements, executive benefits, key person insurance, and real world case studies to demonstrate the effective use of qualified plans in achieving financial stability and growth.