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Free Strategy Hour · 1 CPE Credit Available

Defined Benefit & Cash Balance Plans:
How Business Owner Clients Can Unlock Large Deductions and Build Tax-Deferred Retirement Wealth

 Date-Time-Icon-White - (344x317)Wednesday, July 1, 2026  |  12PM EST/ 9AM PT

Jennifer Baker Headshot- Yellow Circle

Jennifer Baker 
Owner
Baker Wealth Strategies

Dave Headshot- Yellow Circle

Dave Lukas 
CEO
TaxPlanIQ

Join us for a live, one-hour session where we walk you through everything you need to know about Defined Benefits & Cash Balance Plans.

Register Now
1 CPE
Credit Available
60 min
of Live Learning
Free
to Attend

What You'll Learn

In this session, we’ll cover:

Yellow Checkmark-Marker StyleWhat Defined Benefit & Cash Balance Plans are and how they unlock annual contributions and deductions far beyond what 401(k) and SEP IRA limits allow

Yellow Checkmark-Marker StyleHow Defined Benefit & Cash Balance Plans differ from other tax strategies

Yellow Checkmark-Marker StyleThe ideal client profile for this strategy

Yellow Checkmark-Marker StyleClients who may not be a good fit for this strategy

 Yellow Checkmark-Marker StyleIf the strategy can be used year after year, or if it’s a one-time use

Yellow Checkmark-Marker StyleHow to implement this strategy from start to finish

Yellow Checkmark-Marker StyleHow it's reported on the tax return

Yellow Checkmark-Marker StyleWhere this strategy falls on the audit-risk spectrum

Yellow Checkmark-Marker StyleYour role as the accountant and what Baker Wealth Strategies handles for you

About Your Hosts

Meet The Experts

Jennifer Baker Headshot- Light Blue Circle

Jennifer Baker 

Owner of Baker Wealth Strategies

Jennifer Baker is the founder of Baker Wealth Strategies. After graduating from Texas A&M, she began her career in wealth management with PricewaterhouseCoopers, where she served high net wealth individuals and family-held corporations. She started her own firm to have the ability to create custom plans and not be confined by what is best for headquarters, but only to what is best for clients. Jennifer brings over a decade of experience as a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), with additional expertise as a licensed Retirement Income Certified Professional (RICP®).

Jennifer lives in Cypress, TX, with her husband, Justin, and two sons, Lawson and Bennett.

Dave Headshot- Light Blue Circle

Dave Lukas 

CEO of TaxPlanIQ

Dave M. Lukas is the CEO of TaxPlanIQ and Founder/Host of the Misfit Entrepreneur Podcast. His companies have been on the Entrepreneur 365 and INC 5000 List and have done business in over 50 countries. Dave is also a best-selling author and he has been featured on radio, TV, and many top trade publications such as Forbes, INC, Yahoo! Finance, BTN, BTE, and others. In his free time, Dave loves to run and is an accomplished endurance athlete achieving a ranking of Top 3% in the world in Ironman and has competed throughout the globe and in the Ironman World Championships. 

Ready to learn the Defined Benefit & Cash Balance Plans strategy?

Wednesday, July 1 · 12 PM EST / 9 AM PT · Free · 1 CPE Credit