Continuing Education Workshop for CPA Professionals – Year End Tax Planning: Designing & Utilizing Cash Balance and 401k Plans

Please note that all events are on hold indefinitely to help ensure the health and safety of our clients and guests.

Event Details

Join us to learn about high-end tax planning for small businesses and business owners with one of the last tax planning and retirement savings tools

Covering such topics as:

  • Properly Designing and Operating a Qualified Plan
  • Pros and Cons of Cash Balance and “Combo” Plans
  • Plan Audits and How to Handle Them
  • Best Practices in an Ever-Changing Fiduciary Landscape

Licensed CPA – 1 CPE Credit Hour

Hosted by:
Brian Hartstein, MSFS, CLU®, ChFC®, Bayntree Wealth Advisors
Andrew Rafal, Bayntree Wealth Advisors
S. Jill Hastings, JD , Pension Strategies
Julie M. Thompson, QKA, QPA, Pension Strategies
Adam Johnson, John Hancock Retirement Plan Service

Seating is limited. Must register by Friday, October 27th.

Investment advice offered through Bayntree Wealth Advisors, LLC, a registered investment adviser. Insurance services offered separately through Bayntree Planning Group, LLC. The information at this workshop is not intended to be used as the only basis for investment decisions, nor should it be construed as advice designed to meet your particular needs. You are advised to seek the advice of your financial adviser, legal or tax professional, prior to making any decision based on any specific information contained herein.


Seasons 52
2502 E. Camelback Rd., #140, Phoenix, AZ 85016


Wednesday - November 1st, 2017


11:30 a.m. to 1:00 p.m.


Register For Our Event

  • This field is for validation purposes and should be left unchanged.
close all
Free Evaluation
Sign up for a free assessment with a Bayntree financial planner today! Submit the form below or call us directly at 888.255.3200.
close all
Risk Number
Find out what your risk number is today! Submit the form below or call us directly at 888.255.3200.
close all
close all
Ask Bayntree
Bayntree Wealth Advisors is dedicated to helping you reach your financial goals. Ask us your financial, income or investment questions.
Schedule a Meeting