Webinar

Tax Planning for Seniors Webcast | 4204310G STARTS AT 6:30 AM PDT

  • Thursday, January 14, 2021

    9:30am – 1:00pm
    (Registration: 11:00am)
  • 4
    CREDITS
    Taxes




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?

Objectives




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

Highlights




Income for seniors: earned and investment

Deductions: bunching, tracing, minimizing

Effect of income tax strategies on estate plan

Additional Information

Designed For




Staff at all levels focused on planning
Financial planners recommending retirement strategies

Vendor

CalCPA

Advanced Preparation

None.

Credits

4.00 Taxes

Prerequisite




Experience in individual tax preparation and planning.
General knowledge of social security and other retirement vehicles.

Course Number

204204310G

Level of Knowledge

Intermediate

Add to Cart

View All Courses