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CPA CE Course

Michelle Bertram

Tuesday, September 16, 2014 from 3:30 PM to 4:30 PM (CDT)

CPA CE Course

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General Ended Free  

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Earn Free CE Credits

Learn to assist high net worth clients make their retirement plans work for them  

We are pleased to offer you a chance to learn about the benefits of Cash Balance Plans as part of a company retirement plan for your high net worth clients. Bertram Financial with Fiduciaryk offers an educational session featuring this unique savings vehicle. The session will cover:

1) Is Cash Balance Right for My Client?

2) How a Cash Balance Plan Works

3) Tax Incentives of Cash Balance Plans.


Did You Know?

 o    Contributions to Cash Balance Plans are tax-deductible in the same way as they are in a Profit Sharing Plan.

o    Contributions reduce both taxable income and adjusted gross income, so high income earners may move into a lower tax bracket. Given these recent tax increases, Cash Balance Plans may offer a significant tax savings:

  1. 1.     Investment tax of 3.8% on unearned net income is now imposed on individuals making more than $200,000 (or $250,000 for married couples). ­
  2. 2.     Capital gains and dividend taxes increased from 15% to 20%.
  3. 3.     An additional 0.9% Medicare payroll tax is imposed on income above $200,000 for individuals (or $250,000 for married couples).
  4. 4.     The top marginal tax rate increased to 39.6% for individuals earning more than $400,000 (or $450,000 for married couples).
  5. 5.     The itemization of certain tax deductions is no longer allowed for individuals making more than $250,000 (or $300,000 for married couples).


Have questions about CPA CE Course? Contact Michelle Bertram

When & Where

Globe University - Madison West
1345 Deming Way
Middleton, WI 53562

Tuesday, September 16, 2014 from 3:30 PM to 4:30 PM (CDT)

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