40 Years of Experience

Case Studies in Pensions and IRAs

CalCPA Education Foundation L.A. Estate Planning Committee Presents:

Join Alex as he discusses things that commonly go wrong with small business retirement plans and the implications those errors can have on estate planning.

Date:  June 13, 2012

Time: 12:00-2:00 pm

The Olympic Collection
11301 W. Olympic Blvd.
Los Angeles, CA 90064

CPE Credit:

2.00 CPE (Continuing Professional Education)

2.00 MCLE


Learn common errors made by small business owners in their retirement programs.

Gain an understanding of the income and estate tax implications.

Understand how to avoid them.

Major Subjects:

Pension and IRA case studies

Level of Difficulty:


Field of Interest:

Administrative Practice



Advanced Prep:


Registration opens at 11:30 am.

Fees: Members – $40, Nonmembers – $50.

Add $10 for same day and walk in registration.

Includes lunch and parking.

Online registration is closed the day of the meeting.  We encourage you to attend and pay at the door. To ensure that there is space available, call Program Associate Emily Ku at (818) 546-3502.