Securing a Comfortable Retirement in the Age of Spending Webcast
Dec 13 8:00 - 4:00 p.m.
Online
2-Other; 2-Tax; 2-Other; 2-Tax CPE Credits
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
Registration
PICPA Member: $259 Nonmember: $359
More Information
Course No. 766701Level: Basic
Prerequisites:
Basic knowledge of retirement planning
Notes
Accepted for CFP.
Speaker(s)
Charles Borek
Chuck is the founder of the Borek Group LLC, a
professional education and consulting firm located in Columbia, MD, where he
serves as CEO and chief counsel. In addition to his professional education and
consulting activities, he continues to practice tax and business law for Davis
Agnor Rapaport & Skalny LLC, and regularly appears before the IRS and in
U.S. Tax Court. He is an attorney, CPA, author, and frequent lecturer on a
variety of topics associated with law, accounting, and taxation.