[Fredslist] Save the Date: Using Cash Balance Plans as a Tax and Investment Strategy

[Lehrhoff , Benjamin]

Benjamin Lehrhoff
Bernstein Global Wealth Management
A Unit of Alliance Bernstein, L.P.
1345 Avenue of the Americas, 36th Floor
New York, New York 10105
Phone: (212)-823-3650
Fax:     (212)-407-5850
Benjamin.Lehrhoff at Bernstein.com<mailto:Benjamin.Lehrhoff at Bernstein.com>

From: Lehrhoff , Benjamin
Sent: Thursday, August 15, 2013 10:36 AM
To: Julie.Vulpescu at nyumc.org
Subject: Save the Date: Using Cash Balance Plans as a Tax and Investment Strategy

Julie,

I hope your summer is going well.  I’m hosting an event in the fall to help physicians in private practice think about tax and retirement planning.  I assume it might be relevant for many of your donors and wanted to pass it along.

Best,
Ben


[http://image.exct.net/lib/fe681570746d017c7314/m/1/Healthcare+Resources+Group+Bernstein.jpg]








Katz, Sapper & Miller's Healthcare Resources Group<http://www.ksmcpa.com/healthcare> (KSM) and Bernstein Global Wealth Management<http://www.alliancebernstein.com/abcom/segment_homepages/private_client/us/pcus.htm>, cordially invite you to attend a presentation on "Using Cash Balance Plans as a Tax and Investment Strategy."

The 2013 tax increases combined with recent clarity from the Internal Revenue Service (IRS) under the Cash Balance Plan Regulations has led to the increased popularity of Cash Balance Plans. These plans are an effective tool for important tax savings while simultaneously providing an additional retirement plan funding vehicle for independent physicians and medical groups.
Topic:

Using Cash Balance Plans as a Tax and Investment Strategy
Presented by

Karen Noel<http://www.ksmcpa.com/karen-e-noel>, Director, Employee Benefits Services Plan Group,
Katz, Sapper & Miller

Steve Lippman<http://image.exct.net/lib/fe681570746d017c7314/m/1/Lippman_Stephen.bio.pdf>, National Director, Cash Balance Plans,
Bernstein Global Wealth Management

Our presentation will cover the following:

  *   Tax savings from implementing a Cash Balance Plan
  *   Ideal candidates for a Cash Balance Plan
  *   Investment strategy for a Cash Balance Plan
  *   Retirement planning for professionals

Date:

Thursday, September 26, 2013

Time:

6:00 p.m. - 6:30 p.m. - Registration and networking
6:30 p.m. - 7:30 p.m. - Presentation
7:30 p.m. - 8:30 pm. - Reception

Location:

AllianceBernstein
1345 Avenue of the Americas (Between 54th and 55th Streets)
New York, NY 10105
212.969.1000

Who Should Attend:

Independent primary care physicians and specialists and medical groups; and healthcare attorneys

Cost:

No fee


Hosted by Ben Lehrhoff<http://image.exct.net/lib/fe681570746d017c7314/m/1/Lehrhoff_Benjamin.pdf>, Vice President, Bernstein Global Wealth Management and
David Charles<http://www.ksmcpa.com/david-b-charles>, Partner-in-Charge, Healthcare Resources Group, Katz, Sapper & Miller


Space is limited. Please RSVP to Chris Djonlich at cdjonlich at ksmcpa.com<mailto:cdjonlich at ksmcpa.com> by
Friday, September 20, 2013.









About Katz, Sapper & Miller, LLP
A top 100 CPA firm with offices in Indiana and New York, KSM has more than 25 healthcare professionals who provide tax, accounting and consulting services to hundreds of healthcare providers, including physicians, hospitals and health systems, surgery centers and long-term health facilities across the country. For more information, visit www.ksmcpa.com<http://www.ksmcpa.com>.

About Bernstein Global Wealth Management
Bernstein Global Wealth Management, a unit of AllianceBernstein, has focused solely on research and investment management for more than 40 years. As a financial advisor and discretionary money manager, we are bound by fiduciary responsibility to our clients. Our mission is to help them limit risk and reach their financial goals across market cycles. For more information, visit www.bernstein.com<http://www.bernstein.com/>.







© 2013 KSM Business Services, Inc.

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