Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (CCSM)

Description

Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program is designed to help tax practitioners answer this often-asked question intelligently as it explains how the various pension plans that are currently available work and analyzes why a small or medium-sized business owner would choose one plan rather than another.

Designed For

Any tax practitioner who will advise a business owner about selecting a pension plan for his or her business