Partner with CPAs: Share our tax law white paper to boost business Dedicated DB

Partner with CPAs now: Share our white paper to boost business

29th Oct 2018

Show your CPA contacts the added value of high contribution retirement
plans — Cash Balance and Defined Benefit Plans — under the new tax law for high-income business owners and individuals with self-employment income.

Here’s how to take advantage of this new opportunity:

Download the white paper
It shows how the Tax Cuts and Jobs Act (TCJA) increases the value of high-contribution retirement plans by providing above-the-line deductions that have the potential to reduce taxable income sufficiently to qualify business owners for the 20% deduction on pass-through income and even lower their tax bracket.

Share with your CPA network
Email the white paper to tax professionals who have clients with high self-employment income or are small business owners with pass-through income.

Follow up
Call your CPA contacts to ask if they’d like to learn more and meet to review candidates who might need to reduce their taxable income in 2018. Dedicated DB plan consultants will run custom illustrations for you at no charge with some basic information. Download our Illustration Request Form.

MAKING THE NEW TAX LAW WORK
WITH HIGH CONTRIBUTION RETIREMENT PLANS

How the Tax Cuts and Jobs Act (TCJA) affects those with pass-through income

More resources to share with CPAs
To expand your network and educate tax professionals about your services, you can also read, download or email your contacts these free additional resources.