Webinar: Advanced Qualified Pension Plan Design & Tax Planning Strategies for Business Exit Readiness

Webinar: Advanced Qualified Pension Plan Design & Tax Planning Strategies for Business Exit Readiness

Oct. 28, 2026 - 9:00 a.m. PDT

This course will be taught by Mark Grubbs and Jonathan Barrera of West Pac Wealth Partners

Sign up anyone you think would be interested in this. Perhaps another colleague or client. The price is the same for members and nonmembers. If you need help signing people up, contact Sue Robertson at 503-282-7247 or srobertson4oaia@aol.com

Many closely held business owners are paying more in taxes than necessary simply because they are unaware of advanced qualified retirement plan strategies available under the Internal Revenue Code.

This webinar explores how advanced qualified plan designs—including 401(k), Profit Sharing, Cash Balance, and related qualified retirement plan strategies—can help business owners reduce taxable income, maximize deductible employer contributions, build retirement assets, and strengthen their overall business exit strategy.

Designed for tax professionals, this session provides practical insights into coordinating tax planning with retirement and succession planning to help business owner clients prepare for a successful transition.

What You'll Learn:

• Identify advanced qualified retirement plan strategies that create tax planning opportunities for

closely held business owners.

• Explain the federal income tax treatment of employer retirement plan contributions and their

impact on taxable income.

• Evaluate how qualified retirement plan design can support business exit and succession planning.

• Recognize opportunities to integrate tax planning, retirement planning, and business transition

strategies into a coordinated approach for business owner clients.