CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Tax Planning for Early Retirement: The Great Resignation

Icon_Webcast
Webcast
Icon_Level
Update
Credits
CPE Credits
1 Credits: Taxes

Course Description

We’ve been hearing a lot about The Great Resignation- the elevated rate at which U.S. workers have quit their jobs since the pandemic. There are a lot of tax consequences for those who decide to retire early. This class from Larry Pon, CPA/PFS, CFS, EA, USTCP, AEP, will be covering the basics of the topic of tax planning for early retirement and how it relates to the increase demand from The Great Resignation.

Learning Objectives

Upon completing this course, participants will understand:

  • Understanding the Great Resignation
  • Retirement Plan Distributions
  • Social Security- what you need to know
  • Healthcare- what you need to know

Course Specifics

Course ID
WC1822286572
Revision Date
June 9, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02026-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1762
CTEC Federal Tax Law Credits: 1

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration 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.

Course Instructor

Larry Pon
Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

Tax Planning for Early Retirement: The Great Resignation

CPE CREDITS
1 Credits: Taxes

$49.00


Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.

Icon_Webcast
Webcast
Icon_Level
Update
Credits
CPE Credits
1 Credits: Taxes

Course Description

We’ve been hearing a lot about The Great Resignation- the elevated rate at which U.S. workers have quit their jobs since the pandemic. There are a lot of tax consequences for those who decide to retire early. This class from Larry Pon, CPA/PFS, CFS, EA, USTCP, AEP, will be covering the basics of the topic of tax planning for early retirement and how it relates to the increase demand from The Great Resignation.

Learning Objectives

Upon completing this course, participants will understand:

  • Understanding the Great Resignation
  • Retirement Plan Distributions
  • Social Security- what you need to know
  • Healthcare- what you need to know

Course Specifics

Course ID
WC1822286572
Revision Date
June 9, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02026-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1762
CTEC Federal Tax Law Credits: 1

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration 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.

Course Instructor

Larry Pon
Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

Tax Planning for Early Retirement: The Great Resignation

CPE CREDITS
1 Credits: Taxes

Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.

$49.00