Virtual
Tax Planning for Seniors 2024
Date: Dec. 9, 2024
Time: 8 – 11:30 a.m. PT
Overview
Seniors face issues that complicate return preparation and planning. For example, when should they apply for social security? How is it taxed? What if they continue to work? Will an increased standard deduction affect charitable planning? What about downsizing? How can they help children or grandchildren pay for a home or a college education? This course will help you advise your clients on these topics and more.
Product Code
1000002646-124792
Credit Type
CPE: 4CFP: 4CPE-Technical: 4CTEC-TX: 4IRS-TX: 4MCLE: 3Accessibility
Closed Captioning Available
Intended Audience
Staff at all levels focused on planning and financial planners recommending retirement strategies.
NASBA Field of Study
Taxes
Level of Difficulty
Intermediate
Prerequisites
Experience in individual tax preparation and planning. General knowledge of social security and other retirement vehicles.
Advance Preparation
None
Learning Objectives
Major Subjects
- Income for seniors: retirement, earnings and investments
- Tax Deductions: planning, bunching, strategies
- Planning to help family members
Faculty
Additional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.