Join us for a CPE Lunch & Learn hosted by New Mexico Financial & Estate Planning Attorneys
Free for Members
Non-Members $25
This presentation explores advanced concepts in elder law and Medicaid planning. Topics include financial and healthcare powers of attorney, guardianship versus conservatorship, and the legal framework governing Medicaid eligibility. The session examines both proactive and crisis planning techniques, including transfer strategies, asset protection strategies, and income diversion tools, while addressing the complexities of long-term care planning and estate recovery.
Wednesday, May 27, 2026
11:30am - 1:00pm
NMSCPA Classroom
3400 Menaul Blvd NE
Albuquerque, NM 87107
Objectives
Identify and describe the major requirements that classify a retirement plan as a cash balance plan
List the pros and cons of a cash balance plan, as compared to other retirement vehicles
Describe what factors make a client a good candidate for a cash balance plan
Explain how cash balance plans can be used for tax planning purposes over multiple years and how cash balance plans can be paired with a 401(k) for optimal tax credits
Understand the overall annual valuation cycle for a cash balance plan and how CPAs, TPAs, advisors and actuaries work together to meet compliance requirements.
Articulate non-compliance risks and over or under-funding a cash balance plan.
Note what kind of investments are most advantageous for cash balance plans and what specific funding rules apply to CB plans
