Conferences Presenting

Coeur D'Alene Conference
July 17, 2020
7:30AM - 1:00PM
Steven G. Siegel, JD, LLM
Colorado Springs Conference
September 18, 2020
7:30AM - 1:00PM
Steven G. Siegel, JD, LLM
Hilton Head Conference
September 25, 2020
7:30AM - 1:00PM
Steven G. Siegel, JD, LLM
Jackson Hole Conference
June 26, 2020
7:30AM - 1:00PM
Steven G. Siegel, JD, LLM
Kauai Conference
November 11, 2020
7:30AM - 1:00PM
Steven G. Siegel, JD, LLM
Lake Tahoe Conference
August 14, 2020
7:30AM - 1:00PM
Steven G. Siegel, JD, LLM
Las Vegas May Conference
May 22, 2020
7:30AM - 1:00PM
Steven G. Siegel, JD, LLM
Las Vegas October Conference
October 22, 2020
7:30AM - 1:00PM
Steven G. Siegel, JD, LLM
Las Vegas December Conference
December 03, 2020
7:30AM - 1:00PM
Steven G. Siegel, JD, LLM
Scottsdale Conference
October 30, 2020
7:30AM - 1:00PM
Steven G. Siegel, JD, LLM
San Diego Conference
July 10, 2020
7:30AM - 1:00PM
Steven G. Siegel, JD, LLM
Live Event
6
Update
Taxes
General tax preparation for individuals and businesses

Course Description

This course will address the many planning challenges and opportunities from the perspective of tax, estate, and public benefit planning that confront individuals as they reach their senior years. This course discusses the issues of concern for an aging population. The need for a well-considered estate plan is addressed, along with some of the post-mortem planning decisions that must be considered. We examine the complexity of the social security system, particularly as it involves the various choices and planning strategies one has in taking the available benefits. The government entitlement program of Medicare is reviewed, particularly with an analysis of what is and is not covered, and how planning may increase one's chances of securing the benefits of this program. Retirement planning issues are explored, focusing on the financial considerations of what must be saved for retirement, and the complex distribution rules.



Course Specifics

Taxes
General tax preparation for individuals and businesses
LE8208003
None


Compliance Information

103220
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Evaluate a number of estate planning alternatives that address a variety of personal and financial circumstances and recommend the best plan for their clients
  • Explain the tax consequences of an estate plan, taking into account the exemptions provided by law and the choices that can be made to minimize the tax consequences of death
  • Analyze estate planning issues for estates of varying sizes
  • Appreciate the complexities of the social security system and gain an understanding of planning techniques for maximizing the timing and enjoyment of benefits
  • Address what the Medicare system does and does not cover, when to apply for benefits to avoid penalties, and how planning can make a difference in what individuals may receive
  • Review key retirement plan distribution decisions and how to avoid the traps
  • Advise clients as to what must be done with their retirement plans upon attaining age 70 ½ as well as the best ways to minimize tax consequences when leaving retirement plan benefits to their heirs


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