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Webinar(CA): Tax Planning for Seniors

Description

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?

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 estate plan

Provider
California CPA Education Foundation
Course Level
Intermediate
CPE Field of Study
Tax
4
Who Should Attend

Staff at all levels focused on planning
Financial planners recommending retirement strategies

Instructor(s)
Mary Kay Foss, CPA
Prerequisites

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

Advanced Preparation

None

Location
Webinar
Event Information
When
Jan 14, 2021
7:30 am - 11:00 am MST
Location
Webinar
Total CPE Credits
4
Format
Webinar

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$150.00

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$201.00
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Webinar(CA): Tax Planning for Seniors


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