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Tax Planning for Seniors Webinar


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

CPE Credits



PICPA Member: $150 | Nonmember: $201

 More Information

Course No.
Experience in individual tax preparation and planning. General knowledge of social security and other retirement vehicles.


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


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?


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