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Sessions | Instructor | Event Registration |

Event Information

Tax Planning for Seniors Webcast | 4204310C STARTS AT 6:30 AM PDT
Date: September 3, 2020
Event Start time: 6:30 AM   End time: 10:00 AM
Location: Webcast

Facility: Webcast Rebroadcast

 


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?

 
 

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 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:
Intermediate

Field of Interest:
Taxes

Prerequisites:
 

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:
 

None

 
 

Event Notes:
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