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Retirement Planning Tax Strategies#495916

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Credit
Amount
CPA
17
CFP®
12
EA / OTRP
17
ERPA
17
Course Author: Danny Santucci Field of Study (CPA): Taxes Field of Study (CFP): Tax Planning Field of Study (EA/OTRP): Federal Tax Law Field of Study (ERPA): Qualified Retirement Plan Matters

Course Description

Course publication/revision date: This course was updated on 3/5/2016 (covers 2016 tax year).

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are calculated; net after tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined.