Advanced Roth Conversion Strategies for Small-Business Owners
Free Webinar for Small Business Owners and their CPAs
RESCHEDULED: Thursday October 14, 2010 at 11 a.m. PT/2:00 p.m. ET
Presented by David Reyes, Founder of Reyes Financial Architecture, Inc.
For David Reyes, founder of Reyes Financial Architecture, the question “Why wouldn’t people want to complete a Roth conversion?” is a rhetorical one. “How can advisors and their small-business owner clients mitigate the tax on the conversion?” is the real question. While paying taxes isn’t the only “show stopper,” it’s certainly the more common reason advisors indicate that clients are passing on conversions. Join David as he addresses the tax-burden issue head-on for small-business owners with advanced Roth conversion strategies that use pension plans and tax-reduction techniques.
Designed for high-net-worth business owners, CPAs and advisors, this webinar will cover key Roth conversion strategies to minimize or in some cases, eliminate taxes on conversion. Through multiple case studies, you’ll explore strategies on:
Presentation highlights include:
- Maximizing conversions for high-net-worth business owners
- Using pension plans to minimize or eliminate taxes on conversions
- Offsetting Roth conversions with net operating loss
- Discounting valuations in conjunction with other planning techniques
Equity Trust Professional Network