Educational Webinar for CPAs & Advisors
Advanced Tax Reduction & Retirement Planning
Learn how advanced qualified plan design may help high-income business owners improve tax efficiency, increase retirement contributions, and evaluate when a more customized structure makes sense.
This session is designed to stay practical, educational, and advisor-friendly, with clear planning context and real-world applicability.
- Understand where advanced plan design fits for high-income business owners.
- See how coordinated plan structures can create larger deduction opportunities.
- Learn how to evaluate flexibility, fit, and planning practicality.
- Get a clear framework you can use in future client conversations.
Register for the Webinar
Complete the form below to reserve your seat.
What attendees will learn
The focus is education first: how to think about plan structure, planning fit, and tax-sensitive retirement design without turning the webinar into a product pitch.
01
Planning framework
A practical overview of how advanced retirement plan design may be evaluated for owners with stronger income and more complex planning needs.
02
Contribution flexibility
How coordinated plan structures may support larger deductions in stronger years while still requiring thoughtful fit and review.
03
Use-case screening
What tends to make a case more suitable, what may not fit, and how to frame next-step analysis responsibly.
Presented by
Stephen Arnold
Founder and CEO of Retirement Actuarial Services, author of Designer DB Plus®, and a long-time specialist in advanced retirement and tax reduction planning.
Why this speaker matters Stephen Arnold is the Founder/CEO of Retirement Actuarial Services and provides ongoing education to CPAs on advanced tax reduction and retirement planning strategies.
Experience Retirement Actuarial Services states it has helped develop over 600 custom-designed cash balance plans over the last ten years.
CPA relevance The firm says it is approved by NASBA to teach a 1-hour continuing education course on advanced tax reduction and accelerated retirement planning strategies.
Who this webinar is for
This page is positioned for CPAs, tax advisors, and other professionals who work with high-income business owners and want better screening insight before moving into deeper case analysis.
CPAs
For firms that want more strategic retirement and tax planning conversations with owner-clients.
Tax advisors
For advisors evaluating when a more advanced qualified plan structure may be worth reviewing.
Business-owner advisors
For professionals supporting clients who need larger deductions, planning flexibility, and better retirement accumulation opportunities.
Common questions
These FAQs keep the page educational and aligned with your current messaging.
Is this webinar educational or sales-focused?
The positioning here is educational first, which matches your implementation guidance for webinar-related pages and follow-up.
Will the webinar discuss 401(h)?
Yes, but it should be framed as an advanced medical planning layer that may be incorporated when appropriate rather than as the lead headline.
What should the next step be after the webinar?
Your post-webinar system is built around lowering friction and encouraging one rough or hypothetical case for review, with a 24–48 hour response model.
