Good Things Come In Threes: Income Tax Savings Using Defined Benefit Plans and Other Qualified Plans


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$25.00

You’ve heard discussions about 199A and the qualified business income deductions – but the conversation your business owners are really interested in is how to qualify and take advantage of both benefits…plus one more. Join Trey and Rone for a lively discussion about the options, benefits, pitfalls, and most importantly, how to have the conversation with your clients.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Presented by Trey Fairman, JD, LL.M. and Rone Davis, AIF ®, CLU ®, ChFC ®, MSFS, CFP ®

Want a discount? Become a member by becoming a Basic or Premium member.

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Description

You’ve heard discussions about 199A and the qualified business income deductions – but the conversation your business owners are really interested in is how to qualify and take advantage of both benefits…plus one more. Join Trey and Rone for a lively discussion about the options, benefits, pitfalls, and most importantly, how to have the conversation with your clients.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Presented by Trey Fairman, JD, LL.M. and Rone Davis, AIF ®, CLU ®, ChFC ®, MSFS, CFP ®

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