The Retirement Advantage MI Announces Upcoming CPA CPE Training

August 8, 2018

ALMONT, MI / ACCESSWIRE / August 8, 2018 / The Retirement Advantage MI, a financial advisory company in Almont, MI, is proud to announce their upcoming complimentary CPA CPE Lunch and Learn Training Class. CPAs will receive two CPE credit hours for the training. It will cover ‘The Tax Cuts and Jobs Act of 2017’. The event will take place on Tuesday, August 14, 2018 from 11:45 AM to 1:15 PM at the Fuddruckers Restaurant Lakeside, 13883 Lakeside Circle, Sterling Heights, MI 48313, which is adjacent to the Lakeside Mall. Space is limited so those interested are encouraged to RSVP via email or through https://www.theretirementadvantagemi.com.

Bill Duggan from The Retirement Advantage MI says: “The Tax Cuts and Jobs Act of 2017 came into force on January 1, 2018. The tax act has been signed into law and will apply to 2018 taxes. It is important, therefore, that CPAs thoroughly understand it and how it will affect their clients. Our complimentary lunch and training will help you to understand it, while also helping you obtain your CPE requirements. Please email me to RSVP your place.”

The Act signed into law by President Donald Trump amends the Internal Revenue Code of 1986. It has resulted in some major changes, including lowering the tax rates for individuals and businesses alike, simplifying personal tax returns, increasing family tax credits and standard deductions, and more. It has also made it less beneficial for people to itemize their deductions and it has removed personal exemptions, to name but a few of the changes.

“For many CPAs, it is vital that they learn to grasp what it is about and how it applies to their clients. That is what our luncheon and training class is expected to achieve. This is not focused on opinion, but instead it is about getting things done,” said Duggan.

Bill Duggan himself is an experienced business savings consultant. His expertise lies in helping businesses find savings through cost reduction programs and tax incentives. He prides himself on being able to find significant savings for his clients, ranging from $150,000 to over $1 million. His company also offers free audit services and they charge fees only on a contingent basis. Indeed, if the company is unable to find areas for savings, no fees are charged at all.

Mr. Duggan continues: “We offer three unique tax saving strategies to help build wealth. Each of these has been designed specifically for the benefit of different businesses and individuals, and we only apply the strategy or strategies that we know will work.”

The first strategy is the ‘Cash Balance Pension Plan’. This is suitable for business owners and professionals who can contribute and deduct as much as $329,000 (2018 limit) every year for their retirement. The second is the ‘Distribution Solution’, which enables business owners to save between 35% and 40% on the taxes they pay on IRA distributions. Finally, they offer the ‘Business Cost Recovery Strategy’, which enables business owners to build a bigger savings account for retirement by recovering their business expenses. Bill continues: “During the luncheon, we will also discuss how the new tax amendment will affect our strategies.”

Those who have worked with The Retirement Advantage MI in the past have been able to enjoy very significant tax savings. The company prides itself on always remaining up to date with the relevant tax laws and changes, teaching other CPAs about them in order to be able to continue to deliver relevant services. They are a safe money financial planning firm, enabling their clients to reach financial freedom and avoid market crashes and excessive taxation. Bill continues: “We believe in making sure you have full control over your own money and become financially independent.”

The company offers a number of key services aside from CPE courses. These include safe money strategies that allow people to gain from the stock market without the usual associated losses; retirement fund advice; profit sharing, investing, and administration advice; tax free retirement income planning; financial aid and college funding maximization; and the Aid & Attendance pension benefit for qualifying veterans and their spouses. Bill says: “What we offer is the family financial miracle. We protect your money against all major eventualities and we teach CPAs and other finance professionals to help their clients achieve the same.”

Contact The Retirement Advantage MI:

Bill Duggan


7020 Olde Farm Trail Almont, MI 48003

SOURCE: The Retirement Advantage MI

Update hourly