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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-Violet - (344x317)Wednesday, November 4, 2026  |  12PM EST/ 9AM PT

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Jennifer Baker
Owner
Baker Wealth Strategies

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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.

Save Your Seat
1 CPE
Credit Available
60 min
of Live Learning
Free
to Attend

What You'll Learn

In this session, we’ll cover:

Violet Checkmark - Rounded (1)What Defined Benefit & Cash Balance Plans are and how they unlock annual contributions and deductions far beyond what 401(k) and SEP IRA limits allow

Violet Checkmark - Rounded (1)How Defined Benefit & Cash Balance Plans differ from other tax strategies

Violet Checkmark - Rounded (1)The ideal client profile for this strategy

Violet Checkmark - Rounded (1)Clients who may not be a good fit for this strategy

 Violet Checkmark - Rounded (1)If the strategy can be used year after year, or if it’s a one-time use

Violet Checkmark - Rounded (1)How to implement this strategy from start to finish

Violet Checkmark - Rounded (1)How it's reported on the tax return

Violet Checkmark - Rounded (1)Where this strategy falls on the audit-risk spectrum

Violet Checkmark - Rounded (1)Your role as the accountant and what Baker Wealth Strategies handles for you

About Your Hosts

Meet The Experts

Jennifer Baker-Duotone Headshot-Cyan Blue Gradient 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-Duotone Headshot 2-Cyan Blue Gradient 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 about the Defined Benefit & Cash Balance Plans strategy?

Wednesday, November 4 · 12 PM EST / 9 AM PT · Free · 1 CPE Credit

Disclaimer: TaxPlanIQ provides tax strategy education and due diligence analysis for informational purposes only and does not provide taxpayer-specific tax or legal advice or approve implementation for any taxpayer. Tax outcomes depend on the specific facts, structure, documentation, execution, and applicable authority, and advisors are responsible for independently evaluating each strategy and its suitability for their clients. Strategies should not be recommended or implemented based on this presentation alone.