September 20, 2021 8:00am – 11:30am Map & Directions 602-252-4144

Webcast: Tax Planning for Seniors

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

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 can they help children or grandchildren pay for a home or a college education?

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

7:30am

Fees

Member:
$160
Non-CPA Staff:
$210
Non-CPA Staff (100% club):
$160
Non-CPA Staff (sole proprietor):
$160
Non-Member:
$210
Webcast
Taxation
4

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

Course Level

Intermediate

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

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

Prerequisites

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

Highlights

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

Notes

Manager/Senior Manager; Director; Sole Practitioner

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