--- title: "CPA Continuing Education Course: Qualified Plans: Latest Trends, Pitfalls and Opportunities" description: CPAs can utilize qualified plans as an effective tax planning tool. 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[Financial News](https://www.4tfg.com/resources) ,[CPA Continuing Education](https://www.4tfg.com/resources/topic/cpa-continuing-education) # CPA Continuing Education Course: Qualified Plans: Latest Trends, Pitfalls and Opportunities CPAs can utilize qualified plans as an effective tax planning tool. Learn how to mitigate your clients' potential tax liabilities and help achieve their goals. \[fa icon="calendar"\] Oct 5, 2017 5:47:57 PM by [4Thought Financial](https://www.4tfg.com/resources/author/4thought-financial) [![CPE-Promo-Image-171026.jpg](https://www.4tfg.com/hs-fs/hubfs/CPE-Promo-Image-171026.jpg?width=900&name=CPE-Promo-Image-171026.jpg "CPE-Promo-Image-171026.jpg")](https://www.4tfg.com/cpe-continuing-education) Many investors have thought about financial planning and set up a qualified retirement plan of some sort. These can range from a traditional defined benefit plan, to a profit-sharing plan, 401k, or a combination of all the above. What investors often overlook is how their qualified retirement plan fits into their overall tax planning goals—be they to reduce future tax liabilities, maximize current tax benefits, or effectively protect their family or business.  With this session on qualified plans, learn how to effectively minimize the tax liabilities of your clients and help them fulfill their financial goals. **4Thought Financial Group will be hosting an informative, 2 CPE credit-eligible seminar on how to use qualified plans as a tax planning tool, on Thursday, October 26, from 8 a.m. to 10 a.m. at its office at 6851 Jericho Tpke., Suite 120, in Syosset, NY. A light breakfast will also be served. ** ### [**Click Here To Register **](https://www.4tfg.com/cpe-continuing-education)   --- Investment Advisory Services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser. ## Was this article helpful to you? ### Subscribe to our newsletter for free tips and articles to help you lead a smarter financial life. ### Related posts [![CPA Continuing Education Course: Business Continuity Case Study](https://www.4tfg.com/hubfs/Blog/CPE-Promo-Image-201119.jpg)](https://www.4tfg.com/resources/cpa-cpe-continuing-education-business-continuity-case-study) [![CPA Continuing Education Course: Estate Planning Update](https://www.4tfg.com/hubfs/Blog/CPE-Promo-Image-201119.jpg)](https://www.4tfg.com/resources/cpa-cpe-continuing-education-estate-planning-update) [![CPA Continuing Education Course: Medicaid Planning & Long-Term Care](https://www.4tfg.com/hubfs/Blog/CPE_Promo_Image_200923.jpg)](https://www.4tfg.com/resources/cpa-cpe-continuing-education-medicaid-planning-and-long-term-care) ## Leave a Comment ### Search 4tfg.com This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. ### **What Type of Investor Are You?** You have unique investment goals. 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Information throughout this site, including, but not limited to, stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. Any opinions presented here are subject to change at any time without notice. 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