We’re writing to invite you to a free Zoom webinar about pension and benefit planning for business owners. Steve Moskowitz and Stephen Dobrow will discuss the tax incentives of the 24 available retirement plans, new legislation governing those plans, and creative reward programs. Stick around for a Q&A session after the presentation.
When: December 10, 2020 at 09:00 AM Pacific Time (US and Canada)
Topic: The Benefits of Pension and Benefit Planning for Business Owners
After you register, we will send you a confirmation email with information about joining the webinar.
We look forward to seeing you there.
Stephen Dobrow, ERPA, APA, CPC (President @Primark Benefits)
A San Francisco native, Stephen entered the retirement field in 1976, gained executive experience in Silicon Valley, and returned to Primark Benefits in 1990 to lead its management team. His expertise lies in converting tax dollars into employee benefits that are otherwise unaffordable.
Stephen holds a degree in management from Golden Gate University in San Francisco. He also holds a degree in accounting. He formerly served as a chapter officer for the National Institute of Pension Administrators, where he became an Accredited Pension Administrator. The American Society of Pension Professionals & Actuaries (ASPPA) has designated Stephen as a Qualified 401(k) Administrator, a Qualified Pension Administrator, and a Certified Pension Consultant. He is also a past president of the ASPPA.
Stephen’s professional affiliations include:
- American Society of Pension Professionals & Actuaries
- Western Pension & Benefits Conference
- National Institute of Pension Administrators
Stephen M. Moskowitz, Attorney at Law (Founding Partner @Moskowitz LLP, A Tax Law Firm)
Steve launched Moskowitz LLP because he saw that while big corporations were consistently navigating the tax code to their advantage, smaller businesses and individuals were not. With experience as a CPA at a national accounting firm and his extensive knowledge of the corporate world, Steve knew he could help smaller businesses and individuals. He wanted to make the critical difference in the lives of businesses and individuals by protecting them from powerful government bodies and enabling them to enjoy the fruits of a lifetime of work, which the government might otherwise take from them.
Steve’s team of tax attorneys, CPAs, enrolled agents, and other professionals at Moskowitz LLP helps businesses and individuals across the country and overseas resolve a wide variety of tax matters.
Please contact us for consultation at 415-394-7200 or moskowitzllp.com/contact us.