This free presentation is given by Sanford J. Prizant, a member of Free Speakers Chicago.
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ERISA qualified retirement plans (i.e. Profit Sharing/401(k)/Cash Balance-Defined Benefit) are really the only "IRS Blessed" tax shelters still available to the common person. The Alternative Minimum Tax has taken away most deductions except for mortgage interest, real estate taxes, and charitable deductions.
A business owner, law partner, or medical professional can "shelter" an extraordinary amount of taxable income by funding an ERISA approved plan for their business entity. Of course, if one has employees, they must receive a certain level of contribution. Thus, it is always a questions of does the benefit to the owner(s) outweigh the costs to the "rank and file."
No charge, no honorarium, no mileage costs. This guest speaker is free for in-person presentations in Chicago and virtual presentations nationwide.
Free Speakers Chicago is a pro bono speakers bureau. Since 1996, our speakers have given free presentations to Rotary clubs, libraries, schools, and community groups across the Chicago area. Learn more about how it works.
