June 23, 2022


Webinar


4 Total CPE Credits

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Tax Planning for Seniors

Learning 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 Topics

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

CPE Credits Available

4
Total CPE
4
Taxes

Things to Know About This Course

Prerequisites

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

Advanced Preparation

None

Intended Audience

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

Provider

California Society of CPAs

This event has ended.