[WEBINAR] There’s Still Time to Establish a Qualified Plan! From National Life Group

The window of opportunity is still open for business owners to establish and fund a qualified plan for their 2024 tax filing.

Sponsoring a qualified plan provides a great deal of benefits to businesses including tax deductions, retirement savings and an increase in employee morale. While the 2024 year has come to an end, the window of opportunity is still open for business owners to establish and fund a qualified plan.

Following passage of the Secure Act in 2020, businesses have until their tax filing deadline (plus extensions) to establish and fund a qualified plan where the contribution is 100% employer funded such as SEP IRAs, Profit Sharing plans, 412e3 plans and more.

Many business owners are not aware these plans can still be established. Furthermore, many CPAs are also unaware of this extension and the benefits it can provide to their clients. Educating both business owner clients and the CPAs that support them about qualified plans, and the advantages that they can still offer, provides a valuable opportunity to further expand your business.

Register and attend for 1 CPE Credit.

Inviting your CPA partners to attend is a great way to enhance existing relationships and to introduce new CPAs to NLG’s CPA Advantage Program. Also, one CPE credit is awarded for CPAs who register and attend!