Retirement Planning for Small Businesses: CPE Seminar for Tax Professionals
June 4 @ 8:15 am - 10:00 am
Mark your calendar for an exclusive CPE event tailored for CPAs and Tax Professionals!
Elevate your small business advisory skills at Retirement Planning for Small Businesses: CPE Seminar for Tax Professionals! Join us on June 4, 2025, at Wentworth by the Sea Golf Course Country Club in Rye, NH, for a morning of education, networking, and golf.
Why Attend?
- Master SECURE 2.0 tax credits (up to $5,000/year) and plan options (SEP-IRA, 401(k)).
- Prepare for the QBI deduction expiration in 2025.
- Connect with local CPAs and industry leaders.
Agenda:
8:15 AM: Networking over coffee/breakfast
8:30 AM: Fireside chat on the State of Retirement Plans in 2025
8:45 AM: 1-hour CPE presentation on small business retirement plans
9:45 AM: Interactive Q&A (15 min.)
10:00 AM: Seminar concludes
11:00 AM: Optional | Round of Golf (limited availability)
CPE Credit: Â earn 20 CPE credits
Cost: Complimentary (includes breakfast; golf limited to 12 players)
Limited seats—reserve yours now!