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Securing a Comfortable Retirement in the Age of Spending Webcast

CPE

When
Nov. 10
8:00 a.m. - 4:00 p.m.

CPE Credits
4-Other; 4-Tax

Details

 Pricing

PICPA Member: $259 | Nonmember: $359

CLE Credit Add-On: $50


 More Information

Course No.
766700
Level
Intermediate
Prerequisites
Basic knowledge of retirement planning
Note
Accepted for CFP.

Description

This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.

Highlights

  • Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client
  • Using the residence and other real estate as retirement assets through equity and rent
  • Using the small business as a retirement resource through creative retirement plans
  • Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement
  • The three-legged retirement stool of employer retirement, savings, and Social Security
  • Distribution/asset liquidation planning
  • Analysis of the most current/important research on retirement planning and sustaining retirement income levels


Speaker(s)

Dennis Riley, CPA, MBA

Dennis Riley has more than 25 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. The Vision Project identified him as an early adopter of new technology and new integrations of accounting and consulting information. He is a frequent lecturer on topics related to taxation and closely-held businesses.

Riley’s experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.


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