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Event Information

Tax Planning for Seniors Webcast | 4204310B
Date: September 3, 2020
Event Start time: 8:30 AM   End time: 12:00 PM
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?



•       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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