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2023 Pension update Seminar & Breakfast (CPE and CFP credits available for qualified attendees)

January 11, 2023 @ 8:30 am - 10:30 am

CPE Credits available for all CPA’s who attend!

CFP Credits available for Certified Financial Planners who attend!


We are thrilled to present another fantastic opportunity to connect and learn!

Please join us on Wednesday, January 11th at 8:30 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Qualified Retirement Plan Design for Business Owners!

We are honored to have Andrew Roth, Esq., Partner at Danziger & Markhoff LLP, share ways business owners can withstand the headwinds generated by the current environment while maintaining the ideal qualified retirement plan design for their business.


Topics covered will include:

Benefits of Qualified Retirement Plans
-Maximize tax deductions for owners
-Asset protection
-Recruit and retain staff

2023 IRS Plan Limits

Types of Qualified Retirement Plans

Defined Contribution Plans – Laying the Foundation
-401(k) Plans
-Traditional 401(k) – Immediate tax deduction / tax-deferred growth
-Roth 401(k) – Tax-free growth and withdrawal
-ADP testing and top-heavy testing
-Safe Harbor designed-based alternative to ADP testing
-Profit Sharing Plans – Flexible New Comparability (Age-Weighted) Contributions

Defined Benefit Plans – Maximizing Tax Deferral for Business Owners
-Traditional Defined Benefit Plans – owner/spouse only
-Cash Balance Plans – businesses with staff

Legal Update – SECURE Act, etc.

Future Trends – How they will impact business owners

Don’t miss this opportunity. Seating is limited, so RSVP as soon as possible.


To confirm attendance, please click here


January 11, 2023
8:30 am - 10:30 am




201 Old Country Rd Melville NY 11747 Lower Level
201 Old Country Rd Lower Level
Melville, NY 11747 United States
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