Speaker: Bob Kaplan, CFP, CPC, QPA, QKA, Director of Technical Education, American Retirement Association
Experience Level for Attendees: All
Target Audience: TPAs, advisors, administrators
Keywords: Credit, tax, deductions
IRS Program Number: CZTXU-Q-01450-22-S
Description: To encourage retirement plan adoption and individual saving for retirement, the government offers incentives in the form of tax benefits for both employees and employers. During this interactive session we’ll address these incentives, includingcredits for small employers adopting plans and tax credits for participants with modest incomes. We’ll also address deductions for employers, including those who adopt multiple plans.