• 2020 Annual Conference Spotlight - Benefit Planning 101: What You Must Know about Retirement Plans to Maximize Tax Benefits and Stay out of Trouble

    Video Length: 1:39

    Benefit Planning 101: What You Must Know about Retirement Plans to Maximize Tax Benefits and Stay out of Trouble

    Qualified retirement plans, such as pensions, profit-sharing plans, and 401(k)s, are powerful tools for present tax deductions and long-term retirement wealth, if properly maximized. They can also be the source of liability for the practice if not implemented and monitored in the right way. In addition, non-qualified plans provide a terrific tax hedge and tax diversification for practice owners and come with far fewer restrictions and no employee costs. The presenter will explain the pros/cons of qualified and non-qualified retirement plans and provide examples of each.

    About the Speaker:

    David B. Mandell, JD, MBA is an attorney and partner in the nationally-known financial consulting firm OJM Group. Mandell is an author of more than ten books, including Wealth Protection Planning for Orthopaedic Surgeons and Sports Medicine Specialists. Mandell has spoken at numerous regional and national conferences, including the AAOE; and has also appeared as an authority on television, including Fox and Bloomberg TV. Mandell holds a bachelor’s degree, with honors, from Harvard University. His law degree is from the UCLA School of Law, and he also earned an MBA from UCLA’S Anderson School of Management.

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