A breakfast meeting, with one hour of CPE, is generally held on the second Thursday of each month except April. The breakfast meetings begin at 7:30 a.m. and are held at the
6200 West Club Lane
Please note, our August meeting will be moved back one week to August 17th.
Date: August 17
Topic: Retirement Planning with the Solo 401k . The speaker will discuss the features of the solo 401k plan; a retirement plan option available to sole proprietors and single member LLCs. The solo 401k offers retirement savings and tax savings opportunities that previously were only available through large employers offering 401k plans. The presentation will include a review of the salary deferral and matching contribution options including the tax implications and savings potential.
Speaker: Andrea C Brown. Andrea is Financial Advisor with Edward Jones. She graduated with a Bachelor of Arts Degree in Business Administration from University of Wisconsin-Milwaukee.
CE Credit for VASEA Members:
Receiving CE credit for attending VASEA chapter meetings is a benefit of VASEA membership. All active members and associates in good standing are eligible to receive IRS CE credit through the VASEA office for chapter meetings at no charge.
As an alternative to CE Tokens, consider becoming a member. Visit www.vasea.org and click on Join NAEA/VASEA for details including member benefits and costs. If you are not an EA, you may join as an Associate Member.
If you are interested in presenting a tax topic for continuing education credit to the Richmond Chapter, please click here for the “Call for Speakers” form.