Business Retirement Bliss: Strategies for a Smooth Transition

This webinar will focuses on what can be a very stressful time for a taxpayer—retirement!
It begins with an overview of retirement plans for the small business owner and the
importance of saving for retirement. Updates for the SECURE Act 2.0 are discussed. Next the program discusses the transition from employment to retirement. This
can be a tumultuous time for our clients. We can help ease that transition by assisting
our clients with retirement distribution planning, rollovers, preliminary estate planning,
and much more.

2 IRS CE/2 NASBA CPE*

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*Self-Study recording not available for NASBA CPE credit.