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Pension & Tax Planning for Businesses - San Diego-North County Chapter Event 7.8.21
Thursday, July 08, 2021, 3:30 PM - 5:30 PM PDT
Category: Chapter Meetings

Pension & Tax Planning for Businesses
North County San Diego Chapter Meeting


Thursday, July 8, 2021
3:30 to 5:30 PM


Online Meeting via Zoom
This will be a Zoom Meeting. Once you register and pay the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 


Pension plans have always been confusing. This program will help you to be that trusted advisor to your business clients and learn how to help them navigate through the pension plan mine field. Discover which plan is suitable for each entity type and employee load; each will be discussed and analyzed from the tax planning perspective. We will conclude with a sneak peek at what the Biden administration has in store for pension plans and tax planning with their current proposals.


Susan Tinel, Enrolled Agent
Susan Tinel is an Enrolled Agent with over 15 years of experience working with small and medium-sized businesses and individuals. Susan heads up April 15 Taxes, Inc., a full-service, cloud-based firm specializing in Foreign companies doing business in the United States. Based in San Diego, she works with more than 150 clients across the country, in Canada and the United Kingdom, 85 percent of which are small to mid-size businesses. She is a QuickBooks Online Certified Advanced ProAdvisor and CRTP. Susan teaches live events and webinars for tax and accounting professionals and businesses on various financial topics and practice management. Look for her articles and guides on various platforms, including AccountingWEB.com and firmofthefuture.com, about Taxes, Company Strategy, Personal Behavior and Ethics at work.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)
IRS: 18QC1-T-01530-21-O
CTEC: 1000-CE-4929

Knowledge Level: Intermediate (Basic knowledge helpful)


Member Fee: $20
Non-Member Fee: $50

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.

Contact: Contact Society by phone 949-715-4192 or email [email protected] with any issues/concerns regarding registering.