As a CPA, your clients value your objectivity,
your integrity and your dedication to service.
These are the qualities that help make you a trusted advisor. At INTAC, we value and nurture the same kinds of relationships with our clients and partners. That’s why we believe we’re a great choice for CPAs looking to develop the best retirement and tax strategies for our mutual clients.
Changes in retirement plan regulations and plan design have increased the flexibility and power of Defined Benefit (DB), Cash Balance and Defined Contribution plans that likely affect your high-income clients. These changes have raised annual benefit maximums while broadening the range of suitable participants. Now, more than ever, these kinds of plans are especially appealing to self-employed, small-business owners or professionals looking for higher tax deductions and ways to build significant retirement savings.
Look to INTAC as your expert partner to design, deliver
and provide effective retirement plan strategies for your key clients.