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Mid-Willamette Chapter Education: Retirement Plan Deductions (2 hrs CE)
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You're invited to attend the Mid-Willamette Chapter education on
"Retirement Plan Deductions", presented by Rick K. Davey. (2 hrs CE)

 Export to Your Calendar 12/12/2019
When: Thursday, Dec 12, 2019
6:30-8:30 pm
Where: Map this event »
Elmers’s Restaurant
2802 Santiam Hwy SE
Albany, Oregon  97322
United States
Presenter: Rick K. Davey
Contact: Colleen Mincinski
541-760-7025


Online registration is available until: 12/15/2019
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You're invited to attend the Mid-Willamette Chapter education on  Retirement Plan Deductions, presented by Rick K. Davey.  (2 hrs CE)

This will be a discussion about retirement plans and the deductions you can take. We will discuss IRA accounts. Simples, SEP accounts, 401K, Defined Benefits. We will discuss the differences and similarities and talk about when we might suggest a client change from one plan to another. With a better understand of what the plans have to offer and the difference in deductibility we can better advise and do tax planning for our clients 

Rick K. Davey

 

about our speaker

Rick Davey has been preparing taxes since 1991. His experience as a manager of large a tax practice has given him exposure to a broad range of small businesses and their issues. He is an Enrolled Agent and a Licensed Tax Consultant. Rick has taught tax classes since 1983 and enjoys sharing the knowledge he has gained both with his clients as well as his colleagues. 

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