• ClipSaver
  • dtub.ru
ClipSaver
Русские видео
  • Смешные видео
  • Приколы
  • Обзоры
  • Новости
  • Тесты
  • Спорт
  • Любовь
  • Музыка
  • Разное
Сейчас в тренде
  • Фейгин лайф
  • Три кота
  • Самвел адамян
  • А4 ютуб
  • скачать бит
  • гитара с нуля
Иностранные видео
  • Funny Babies
  • Funny Sports
  • Funny Animals
  • Funny Pranks
  • Funny Magic
  • Funny Vines
  • Funny Virals
  • Funny K-Pop

The Retirement Tax Strategy You Didn't Know About (Jennifer Baker) скачать в хорошем качестве

The Retirement Tax Strategy You Didn't Know About (Jennifer Baker) 1 год назад

скачать видео

скачать mp3

скачать mp4

поделиться

телефон с камерой

телефон с видео

бесплатно

загрузить,

Не удается загрузить Youtube-плеер. Проверьте блокировку Youtube в вашей сети.
Повторяем попытку...
The Retirement Tax Strategy You Didn't Know About (Jennifer Baker)
  • Поделиться ВК
  • Поделиться в ОК
  •  
  •  


Скачать видео с ютуб по ссылке или смотреть без блокировок на сайте: The Retirement Tax Strategy You Didn't Know About (Jennifer Baker) в качестве 4k

У нас вы можете посмотреть бесплатно The Retirement Tax Strategy You Didn't Know About (Jennifer Baker) или скачать в максимальном доступном качестве, видео которое было загружено на ютуб. Для загрузки выберите вариант из формы ниже:

  • Информация по загрузке:

Скачать mp3 с ютуба отдельным файлом. Бесплатный рингтон The Retirement Tax Strategy You Didn't Know About (Jennifer Baker) в формате MP3:


Если кнопки скачивания не загрузились НАЖМИТЕ ЗДЕСЬ или обновите страницу
Если возникают проблемы со скачиванием видео, пожалуйста напишите в поддержку по адресу внизу страницы.
Спасибо за использование сервиса ClipSaver.ru



The Retirement Tax Strategy You Didn't Know About (Jennifer Baker)

** New 📊 How Much Should You Be Charging? Find Out → TaxPlanIQ.com/AICPAEngage In this episode of the Concierge CPA Podcast, Dr. Jackie Meyer talks with Jennifer Baker, a seasoned wealth manager specializing in advanced retirement planning strategies for high-income earners. Together, they cover cash balance plans, how they work, and who can benefit most from them, plus Jennifer’s journey from CPA to Certified Financial Planner, navigating the world of independent financial advising. Don’t miss the in-depth conversation on strategies that can make a significant difference for tax-conscious business owners. 00:01:07 What are the differences between defined benefit plans and cash balance plans? 00:02:04 How did you get into wealth management? 00:02:58 Can you tell me about your firm's services? 00:04:38 How would you describe a cash balance plan? 00:07:20 Why are cash balance plans lucrative for taxpayers? 00:08:32 Can you explain how someone can pre-stack benefits in a cash balance plan? 00:11:26 What are the key parameters for a cash balance plan? 00:13:04 Who are cash balance plans good for? 00:17:16 What makes a cash balance plan flexible? 00:18:20 Why did you start your own company? 00:19:48 How do you manage work-life balance as a business owner? 00:21:16 Who is the ideal client for your firm? 00:22:30 What’s your view on retirement planning for business owners? 00:23:54 What sets successful accounting firms apart? 🔗 Connect with Jennifer Baker   / jennifer-baker-wealth-strategies   https://www.bakerwealthstrategies.com/ 🔗 Connect with Dr. Jackie Meyer Jackie's LinkedIn at   / jackiemeyercpa   Jackie on Instagram @jackiemeyerCPA Jackie’s work at https://www.jackiemeyercpa.com This episode is brought to you by TaxPlanIQ: https://www.taxplaniq.com --------------- In this episode of The Concierge CPA, host Dr. Jackie Meyer, CPA, chats with Jennifer Baker, CPA, CFP®, of Baker Wealth Strategies, about wealth management and tax strategies tailored for business owners. They dive into how cash balance and defined benefit plans can serve as powerful tax deductions for business owners, focusing on the best tax deductions for entrepreneurs and strategies to maximize retirement income. Jennifer highlights her journey from tax to wealth management and shares valuable insights on leveraging cash balance plans. These plans allow high-income earners to make significant, tax-deductible contributions, sometimes over $1 million, resulting in immediate tax savings. The discussion clarifies key distinctions between defined contribution plans, like 401ks, and defined benefit plans, showcasing how cash balance plans offer flexible, high-limit contributions beneficial for those nearing retirement. A major focus is on Jennifer’s collaborative approach with CPAs to help clients implement tax strategies effectively, working as an extension of the tax advisor team. Her firm’s philosophy prioritizes a seamless client experience, ensuring that tax-saving strategies are executed with precision. Jennifer emphasizes working with qualified intermediaries and actuaries to tailor plans that suit individual client needs. The episode also addresses the importance of balancing business reinvestment with securing funds for retirement, underscoring tax-efficient planning for high-net-worth clients. Jennifer’s insights offer a practical guide for CPAs and advisors on supporting entrepreneurs in reducing tax burdens while growing wealth. This episode is a must-listen for those interested in advanced tax deductions for entrepreneurs. For more, Jennifer invites listeners to reach out, specializing in wealth strategies for high-income earners and entrepreneurs. --------------- #drjackiemeyer #jackiemeyer

Comments
  • How to 5x Your Charitable Giving Strategy with Charitable Gift Financing 3 месяца назад
    How to 5x Your Charitable Giving Strategy with Charitable Gift Financing
    Опубликовано: 3 месяца назад
  • The Optimizers: Building Systems that Scale without Breaking 4 недели назад
    The Optimizers: Building Systems that Scale without Breaking
    Опубликовано: 4 недели назад
  • You’re Not Too Rich for a Backdoor Roth: The Legal Tax Hack the IRS Actually Wants You to Use 3 месяца назад
    You’re Not Too Rich for a Backdoor Roth: The Legal Tax Hack the IRS Actually Wants You to Use
    Опубликовано: 3 месяца назад
  • Онлайн-курс TSAR: Модуль 3. Подготовка протоколов клинических испытаний. 1 год назад
    Онлайн-курс TSAR: Модуль 3. Подготовка протоколов клинических испытаний.
    Опубликовано: 1 год назад
  • Outreach Beyond Books - With Video - E202 9 дней назад
    Outreach Beyond Books - With Video - E202
    Опубликовано: 9 дней назад
  • TrueWorks Roofing: 3 Years Update | Business Hats Podcast 3 года назад
    TrueWorks Roofing: 3 Years Update | Business Hats Podcast
    Опубликовано: 3 года назад
  • Удар в спину Путину? / Истребители Беларуси атаковали технику РФ 6 часов назад
    Удар в спину Путину? / Истребители Беларуси атаковали технику РФ
    Опубликовано: 6 часов назад
  • The Most Powerful Sentence You’ll Ever Learn: Stop Selling and Start Persuading 2 месяца назад
    The Most Powerful Sentence You’ll Ever Learn: Stop Selling and Start Persuading
    Опубликовано: 2 месяца назад
  • Our Experience at the 2024 Houston Quilt Market & Festival! 1 год назад
    Our Experience at the 2024 Houston Quilt Market & Festival!
    Опубликовано: 1 год назад
  • «Мы на дне уже»? Что ждет Россию в 2026 | Наталья Зубаревич о серьезных проблемах экономики и людей 2 недели назад
    «Мы на дне уже»? Что ждет Россию в 2026 | Наталья Зубаревич о серьезных проблемах экономики и людей
    Опубликовано: 2 недели назад
  • S2EP1- The Resilient Investors Podcast Returns 9 дней назад
    S2EP1- The Resilient Investors Podcast Returns
    Опубликовано: 9 дней назад
  • The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management 3 месяца назад
    The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management
    Опубликовано: 3 месяца назад
  • Navigating Divorce with a Neurodiverse Child 2 недели назад
    Navigating Divorce with a Neurodiverse Child
    Опубликовано: 2 недели назад
  • PMP486: The Cost of Happiness for Education Leaders with Elizabeth Dampf 2 недели назад
    PMP486: The Cost of Happiness for Education Leaders with Elizabeth Dampf
    Опубликовано: 2 недели назад
  • CMMC, NIST, and FedRAMP: What You’re Really Signing Up For with Cybersecurity Expert Lori Crooks 9 дней назад
    CMMC, NIST, and FedRAMP: What You’re Really Signing Up For with Cybersecurity Expert Lori Crooks
    Опубликовано: 9 дней назад
  • Health, Wealth and Tax Savings in One Strategy 401h 2 месяца назад
    Health, Wealth and Tax Savings in One Strategy 401h
    Опубликовано: 2 месяца назад
  • Inside the Future of Driverless Trucking Technology 4 месяца назад
    Inside the Future of Driverless Trucking Technology
    Опубликовано: 4 месяца назад
  • Ученая-иммунолог: Как мы сами ломаем иммунитет и как его восстановить по науке 13 дней назад
    Ученая-иммунолог: Как мы сами ломаем иммунитет и как его восстановить по науке
    Опубликовано: 13 дней назад
  • Simple Ways to Control Your Taxes In Retirement 9 месяцев назад
    Simple Ways to Control Your Taxes In Retirement
    Опубликовано: 9 месяцев назад
  • The Culture Builders: Creating Philosophy-Driven Organization 4 недели назад
    The Culture Builders: Creating Philosophy-Driven Organization
    Опубликовано: 4 недели назад

Контактный email для правообладателей: u2beadvert@gmail.com © 2017 - 2026

Отказ от ответственности - Disclaimer Правообладателям - DMCA Условия использования сайта - TOS



Карта сайта 1 Карта сайта 2 Карта сайта 3 Карта сайта 4 Карта сайта 5