News & Views

David W. Ralston to Speak at the 12th Annual CPAlliance Roundtable

David W. Ralston will be speaking on “Retirement Planning Strategies” at the 12th Annual CPAlliance Roundtable, November 2nd-4th in Clearwater Beach, Florida.  CPAlliance, based in Lakeland, Florida, is a strategic partner for independent financial advisory firms nationwide, providing turn-key back room support, low cost, tax efficient pooled and separate account management, insurance and retirement solutions, as well as trading, reporting and compliance.

Mr. Ralston is a shareholder of Underwood Perkins, P.C. His legal practice concentrates in the area of qualified employee benefit plans under ERISA including 401(k) Profit Sharing Plans, New Comparability Profit Sharing Plans, Defined Benefit Pension Plans and ESOPs.

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