This program is designed to provide CPAs and Enrolled Agents
with commonly missed tax planning opportunities for their retiree
clients. Asking some basic questions and knowing your clients
beyond the numbers can lead to value-add discussions that
solidify your relationship as a trusted advisor.
After completing this course, you will have a clear understanding of:
• The topics at the forefront of every retiree’s mind, such as
Social Security claiming strategies, Medicare premiums, and
asset draw-down decisions
• The importance of maximizing a client’s lifetime wealth rather
than minimizing their annual taxes
• How to start conversations around the topics that really
matter to your retiree clients
CPAs and Enrolled Agents who want
to learn how to go beyond simple
tax preparation to give their clients
the advice they need to have a
successful retirement.
None
None
