Stop Overpaying the IRS: How CPAs Can Use Qualified Plans to Reshape Their Own Tax Picture
Learn how CPA firm owners can use SEP, SIMPLE, 401(k), and cash balance plans to cut taxes now while building a stronger retirement.
Day: January 26, 2026
Learn how CPA firm owners can use SEP, SIMPLE, 401(k), and cash balance plans to cut taxes now while building a stronger retirement.
Advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor.
Registration with the SEC does not imply any level of skill or training. Securities offered through Regulus Financial Group, LLC. Member FINRA / SIPC. Regulus Financial Group, Regal Investment Advisors, and Regal Financial Group are affiliated entities.
Cornerstone CPA Retirement Solutions and Cornerstone Wealth Associates are affiliated entities. Cornerstone CPA Retirement Solutions and Cornerstone Wealth Associates is Independent of Regal Investment Advisors, Regulus Financial Group, and Regal Financial Group.
Please note that Cornerstone CPA Retirement Solutions does not provide tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Hyperlinks on this site point to websites not affiliated with Regal Investment Advisors, Regulus Financial Group, or Cornerstone CPA Retirement Solutions. These links are provided as a convenience only. Regal Investment Advisors, Regulus Financial Group and Cornerstone CPA Retirement Solutions disclaim any responsibility for the accuracy of the information on those other websites.
"*" indicates required fields