Instructor: Andrew E. Roth, Esq.
Short Description: 2021 Tax Planning Using Qualified Retirement Plans During These Turbulent Times
Sponsor: Danziger & Markhoff LLP
MEMBER BENEFIT COURSE
(The Nassau County Dental Society Designated this Activity for 1 CEU)
“Qualified Retirement Plan Design for Dental Practices”
Wednesday, October 20, 2021
THIS CLASS WILL BE OFFERED AS A LIVE WEBINAR
EDUCATION OBJECTIVES & GOALS
The coronavirus pandemic is presenting new and unique challenges that many of us have never faced. Qualified retirement plans are no exception. This presentation showcases the ways business owners can ameliorate the challenges presented by the current environment.
Specifically, topics covered will include:
- Types of qualified retirement plans
- CARES Act, SECURE Act and regulatory updates
- 2021 Contribution limits
- Limiting staff costs utilizing 401(k) and safe harbor features
- Timing for 401(k) contribution deposits
- Average Deferral Percentage Test
- Pros and cons of Roth 401(k)s
- Cash balance plans to enable dental practice owners to increase their plan contributions
- Traditional defined benefit plans
- Prior service defined benefit plans
- Coordinating plan design with the Section 199A QBI deduction
Zoom Live-Webinar: slides
Andrew E. Roth, Esq.
Andrew E. Roth is a partner of Danziger & Markhoff LLP with over 35 years of experience as an ERISA attorney. He is a frequent lecturer in the areas of pension, profit-sharing and employee benefits law. He has substantial experience in designing and implementing qualified plans for business owners that maximize deductible contributions on their behalf. His services include designing, drafting and obtaining IRS qualification for a broad range of defined contribution and defined benefit plans, as well as ensuring their continued compliance with applicable law. He also has substantial experience in connection with prohibited transactions and fiduciary matters.
Mr. Roth attended University College of Arts and Science of New York University (BA 1975) and graduated magna cum laude from Brooklyn Law School (JD 1981). Mr. Roth also received an LLM in Taxation from New York University School of Law (1982). He is admitted to practice before the U.S. Tax Court, the Federal District Courts for the Southern and Eastern Districts of New York and is a member of the New York State Bar Association.
CONFLICT OF INTEREST
Danziger & Markhoff LLP
NCDS ADA Member Dentists No Fee
NCDS Associate Member Dentists No Fee
Other Component ADA Member Dentists $10.00
Non-Dentist Staff $10.00
Non-Member Dentists $50.00
REGISTRATION, CANCELLATION & REFUND POLICY
Pre-registration is required for all courses. Payment is due upon registration (where applicable). Refunds will be issued if we are notified more than 24 hours prior to the event start time; credits for future courses will not be provided. The schedule is subject to change.
Please call us at 516-227-1112 if you have any questions about this lecture. To view our courses by month, click on the calendar tab at www.nassaudental.org
To register: click here to register online.
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When you register, the registration confirmation will include the link to participate in the webinar.
The link will also be emailed to registrants by 10:00 am on the day of the lecture. You must register by that time to receive CE credit for the course.