Publications & Media

Enhancing Your Qualified Retirement Plan Program

2016 Mega Tax Conference

On December 12, 2016, Tom joined a panel featuring retirement plan consultants during the 2016 Mega Tax Conference in Columbus, Ohio, put on by the Ohio Society of CPAs. The panel discussed how to maximize executive contributions to a “defined contribution” qualified retirement plan program, taught the audience about the workings of a Cash Balance Pension Plan, and reviewed current IRS regulations and administrative positions on such plans, and also identified what clients are candidates for this enhanced retirement plan program.


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