Presenter: Nick Paleveda, MBA, JD, LLM, CEO of Executive Benefits Design Group
Upcoming dates
November 9, 2007
November 16, 2007
November 30, 2007
Learning Objectives & Program Content
• The Seminar will feature the new tax law which impacts retirement plans and tax planning!
• 10 New ideas that you may want to do before the end of the year!
• 5 Things that you must do before December 31, 2007
• 6 New planning opportunities that can help your client!
• How 401(k) plans, 412(i) plans and other retirement plans are effected by the new tax law.
• Non-qualified plans; new problems and new opportunities!
• COLI changes you must know about!
• Are 412(i) plans going to be around after the new change in the law?
• All this and more in a three hour seminar you do NOT want to miss!
All this and more in a 3-hour seminar you can't afford to miss!
Registration Information
$99.00 Per attendee
3.0 hr. CPE Credits
Program level: Update
Prerequisits: CPA; Pension Practitioner or TPA
Advanced Preparation: Review of relevant tax code sections
A.R.I.S. Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417.
Refunds: Requests for refunds must be recieved via email (patty@ebdgonline.com) within 3 days of presentation. To contact us directly call Priscilla or Peter at (360) 756-0776. To Purchase a hardcopy of "PPA 2006 - Law Explanation & Analysis" visit: this link. For More Information Visit: this link
Executive Benefits Design Group | 4164 Meridian Street, Suite 400 Bellingham, WA 98226
P 360.756.0776 | F 360.756.9033 | Or visit us online at www.ebdgonline.com