Press Release

FREE Webinar for CPAs Explains Advantages of Micro Defined Benefit Plans as 2013 Tax Strategy for High-Income Self-Employed Clients

Free Webinar for CPAs Explains Advantages of Micro Defined Benefit Plans as 2013 Tax Strategy for High-Income Self-Employed Clients

Join nationally recognized expert Marcia Wagner, prominent ERISA Attorney and Benefits expert for an informative webinar on Friday, November 15 at 1:00 PM EST

San Francisco, Calif. (November 6, 2013) — In 60 minutes you will learn:

  1. How Defined Benefit Plans can be an effective tax strategy
  2. How the new micro Defined Benefit plans are simplified and flexible
  3. The type of clients that qualify for these plans


Managing tax liability has never been so complicated, especially for higher income clients. New laws raised marginal income tax rates and reduced deductions so that most higher income tax clients face a tougher tax environment.

With the passage of the Pension Protection Act, Defined Benefit plan (DB) administrators and their clients have an array of new tools and techniques to build in flexibility and simplicity. The right DB plan design has the potential to allow high-income small business owners, independent professionals and consultants, and individuals with self-employment income to contribute and deduct up to $160,000-$200,000 annually, depending on their situation.

Take a look at this chart:

Numerous studies have shown that self–employed or small business owners with fewer than ten employees who earn over $150,000 annually say they would save more if they had more tax deductions.

About the Presenters:

Marcia Wagner
The Wagner Law Group

MARCIA S. WAGNER is a specialist in pension and employee benefits law, and is the principal of The Wagner Law Group, one of the nation’s largest boutique law firms, specializing in ERISA, employee benefits and executive compensation, which she founded over 18 years ago. A summa cum laude and Phi Beta Kappa graduate of Cornell University and a graduate of Harvard Law School, she has practiced law for over 27 years. Ms. Wagner is recognized as an expert in employee benefits issues and executive compensation matters, including qualified and non-qualified retirement plans, deferred compensation, and welfare benefit arrangements. 401k Wire has listed Ms. Wagner as one of its 100 Most Influential Persons in the 401(k) industry, and she has received the Top Women of Law Award in Massachusetts and is listed among the Top 25 Attorneys in New England by Boston Business Journal. She has written hundreds of articles and 13 books about retirement and benefit plans. Ms. Wagner is widely quoted in publications such as The Wall Street Journal, Financial Times, Pension & Investments, and more, as well as being a frequent guest on FOX Business, CNN, Bloomberg, NBC and televised media outlets.

Karen Shapiro
Chief Executive Officer
Dedicated Defined Benefit Services, LLC

Karen Shapiro is a successful entrepreneur and business innovator who has 25 years of experience building businesses and marketing financial services. Ms. Shapiro is co-founder of Dedicated DB and a co-founder of Leaffer Shapiro, the pioneering defined benefit services company that has sold more than 2,300 Small Business Defined Benefit Plans. Prior to co-founding both companies, Shapiro worked for Bank of America for 18 years, most recently as Senior Vice President and Director of Online Channel Management. Ms. Shapiro has a Ph.D. in Communications Research from Stanford University and a Bachelor of Arts in Cognitive Psychology from Columbia University. Ms. Shapiro was an acting assistant professor at Stanford University and contributed to several books on research methodology. She is a founding member of the Board of Directors for the New York International Children’s Film Festival.

For more information about defined benefit plans and to determine if you qualify, visit or call 1-866-269-2706, or ask your financial or tax advisor for more information.

About Dedicated Defined Benefit Services
Dedicated Defined Benefit Services, based in the San Francisco Bay area, is the only national company focused exclusively on helping financial advisors provide Defined Benefit Plans for high-income professionals, small business owners and individuals with self-employment income. Dedicated DB, which pioneered streamlined, turnkey defined benefit plans for small business, administers over 1000 plans for firms with one to five employees.

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