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Free cpe webinars
Qualified Retirement Plans as a Tax Planning Resource


Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 27, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Qualified retirement plans as a tax planning resource are often overlooked due to the perceived complexities and administrative oversight required to keep in compliance.  In light of the Tax Cuts and Jobs Act, many small business owners, in particular those with pass-through entities classified as a Specified Service Trade or Business, may find adopting qualified retirement plans a very attractive option.
This course will provide the tax practitioner with an overview of where qualified retirement plans may fit as a tax planning resource as well as provide an overview of the general rules for compliance.
Learning Objectives:

  • Recognize how Qualified Plans impact §199A.

  • Identify requirements need to be met for qualification.

  • Recognize Eligibility and Participation Rules.

  • Associate the appropriate Type of Plan(s).

  • Identify Planning Opportunities.

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Avo Mavilian, EA, CWPPTM is the President of Tailwind Financial Strategies, LLC.  His practice includes succession planning for business owners, retirement distribution planning, and wealth preservation planning.  He is the author of The 7 Major Risks to Financial Security as well as a contributing expert to various articles in national publications.  Mr. Mavilian is a member of a speaker bureau for a 501(c)(3) Non-Profit Public Benefit Corporation where he teaches financial literacy at colleges, universities, businesses and community organizations, in addition to presented CPE courses to CPAs.


Susan Norton

Bates & Company
Managing Director
(407) 645-4015


Susan Norton is a Managing Director with Bates & Company and has over 20 years of experience in the retirement plan industry.

Susan provides quality customer service and client communication. Her responsibilities include preparing proposals for prospective clients, implementation of new clients and preparation of plan documents and amendments. She also provides full service annual administration, including calculation of contributions, trust and financial reconciliation, compliance testing, and preparation of Form 5500 series for both 412(e)(3) Defined Benefit plans and Defined Contribution plans.


For over 40 years, Steve has been helping successful business owners plan, implement and administer pensions and executive benefit plans. A sough after expert in the field, Steve has given presentations on pension and executive benefit plans in front of numerous trade associations including trial attorneys, CPAs, Million Dollar Round Table, and numerous other organizations.

About Our Presenter

We serve a select group of successful professionals and business owners who among other things want to face the future with anticipation rather than apprehension.

We have developed and refined a process called THE QUINT PROCESSTM that allows us to put all the pieces of the puzzle together as our clients’ lives unfold and their needs evolve.