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CPE: Small Business Retirement Plans - A Decision Framework for CPAs and Advisors
Choosing the right retirement plan can help small business owners maximize tax savings, build wealth and attract and retain employees. This practical guide compares five common options, from SEP and SIMPLE IRAs to 401(k) and cash balance plans, highlighting 2026 contribution limits, eligibility requirements, deadlines and compliance considerations to help CPAs tailor recommendations to each client’s needs.View Article