Tax Planning for Seniors 2024

Tuesday, August 20, 2024

Webcast or Webinar, Online

11:00AM - 2:30 PM (opens at 10:30AM) EST

4Credits

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$159.00 Regular Price

Non-Members

$209.00 Regular Price

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Course Type: Webcast

Course Code: 24/6124790

Level: Intermediate

Vendor: California CPA Education Foundation

Field of Study: Taxes

Overview:

Seniors face issues that complicate return preparation and planning. For example, when should they apply for social security? How is it taxed? What if they continue to work? Will an increased standard deduction affect charitable planning? What about downsizing? How can they help children or grandchildren pay for a home or a college education? This course will help you advise your clients on these topics and more.

Objectives:

• Recognize the tax planning changes affecting Seniors • Determine how retirement distribution requirements can impact the overall retirement strategy • Identify alternatives to achieve family objectives

Major Topics:

• Income for seniors: retirement, earnings and investments • Tax Deductions: planning, bunching, strategies • Planning to help family members

Major Topics:

• Income for seniors: retirement, earnings and investments • Tax Deductions: planning, bunching, strategies • Planning to help family members

Designed For:

Staff at all levels focused on planning and financial planners recommending retirement strategies.

Prerequisites:

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