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Event Information

Tax Planning for Seniors Webcast | 4204310A
Date: August 12, 2020
Event Start time: 8:30 AM   End time: 12:00 PM
Location: Webcast

Facility: Webcast Remote


Member:       $149
Nonmember: $199

CPE Credits:

4.00 CFP: Certified Financial Planner Technical
4.00 CPE: Continuing Professional Education Technical
2.00 MCLE: MCLE Technical

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?

  • 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 family objectives

Major Subjects:
  • Income for seniors: earned and investment
  • Deductions: bunching, tracing, minimizing
  • Effect of income tax strategies on estate plan

Level of Difficulty:

Field of Interest:


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

Designed For:
Staff at all levels focused on planning. Financial planners recommending retirement strategies

Advanced Prep:

Event Notes:
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