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Tax Planning for Seniors Webinar

CPE

When
Aug. 12
11:30 a.m. - 3:00 p.m.

CPE Credits
4-Tax

Details

 Pricing

PICPA Member: $150 | Nonmember: $201


 More Information

Course No.
4204310A
Level
Intermediate
Prerequisites
Experience in individual tax preparation and planning. General knowledge of social security and other retirement vehicles.
Note
None

Description

Recognize the effect of Social Security on retirement Identify strategies for tax deductible expenditures Determine how retirement distribution requirements can impact the overall retirement strategyIdentify alternatives to achieve familyobjectives

Highlights

Seniors face issues that complicate return preparation and planning. When to apply for social security? How is it taxed? What if they continue to work? Will an increased standard deduction affect charitable planning? Will downsizing affect interest and property tax deductions and payments? How to help children or grandchildren pay for a home or a college education?


Speaker(s)


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