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Secure Transaction Tax Concerns for Seniors
Format
Webcast
Course Level
Basic
CPE Credits
4 Credits: Taxes
Course Description
Seniors face issues that complicate planning and tax return preparation. They are often interested in helping their families with education and home ownership as well as dealing with their personal issues. In this class from Mary Kay Foss, CPA, we will be coving a variety of issues for senior tax concerns. When to apply for Social Security and is it taxable? What if they continue to work after retirement? How does the increased standard deduction affect charitable planning? What about downsizing or retiring without a mortgage? This class will help you advise clients dealing with any of these issues.
Learning Objectives
Upon completing this course, participants will be able to:
- Recognize the issues related to the onset of Social Security benefits
- Determine how retirement distribution requirements can impact retirement strategy
- Identify tax income and deduction issues of special importance to seniors
- Identify alternatives to achieve family objectives regarding education and home ownership
Course Specifics
WC1822281590
April 11, 2022
None
None
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01999-22-O
IRS Federal Tax Law Credits: 4
CTEC Course Number: 2071-CE-1736
CTEC Federal Tax Law Credits: 4
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Webcast
Meet The Experts
Mary Kay Foss CPA is a frequent lecturer for professional and business groups. She has over thirty years of practical experience advising about retirement, income and estate planning issues. Ms. Foss is a member of the AICPA Individual and Self-Employed Technical Resource Panel, past chair of the AICPA Trust Estate and Gift Tax Technical Resource Panel and past chair of both the Estate Planning and the Taxation Committee of CalCPA. She is also past president of the Estate Planning Councils of Diablo Valley and East Bay and the East Bay Chapter of CalCPA. She teaches classes for CalCPA and has …