This course provides a discussion of how to utilize retirement plans to reduce the federal income tax burden for small businesses and their owners. The class demonstrates situations where each type of retirement plan optimizes taxpayer results.

Learning Objectives

  • Identify retirement plans available to small business owners.
  • Understand income tax characteristics of retirement plans.
  • Recognize the best retirement plan option for specific taxpayer situations.

Education Information

Length: 100 minutes 

Prerequisite: None

Advanced Preparation: None

Program Level: Basic

IRS Program Number for Self-Study On-Demand Webinar: NMVBP-T-00152-20-S 

Delivery Method: Self-Study

Field of Study: Federal Tax (IRS)

Credit hours: 2 IRS

Instructor: Geri Bowman, CPA, EA, USTCP Click here to learn more about the instructor

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here for more information regarding our education policies.

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