Practical and Tactical Actions For Small Business Owners

Tuesday, Jun 29, 2021 at 11:00am to Thursday, Jul 29, 2021 at 12:50pm


It’s not what you earn—it’s what you keep. Small business owners may be missing out on tactics and strategies designed to help them maximize their business income and achieve retirement savings goals for themselves and their employees.

Join us June 29th, as we hear from John Carl, founder and President of RLC, and learn about strategies such as applying the 199A tax deduction, using qualified and executive compensation arrangements to increase retirement income security, and implementing a plan governance process to mitigate fiduciary liability, as well as others.

Learning Objectives:

  1. Determine which retirement plan contributions count towards PPP loan forgiveness.

  2. Understand the basics of the 199A tax deduction for small businesses.

  3. Use retirement plans to achieve business goals.  

  4. Learn the elements of a plan governance process.

  5. Identify popular executive compensation arrangements.

  6. Consider financial wellness programs for employees.

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