21WC-0515: Tax Planning for Seniors (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Monday, September 20, 2021
10:00am - 1:30pm Central Time
4 CPE (4 technical)
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?
Major subjects
-
Income for seniors: earned and investment
-
Deductions: bunching, tracing, minimizing
-
Effect of income tax strategies on an estate plan
Learning objective(s)
-
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
Who should take this program?
Staff at all levels focused on planning financial planners recommending retirement strategies.
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$199.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$149.00
|
 Standard Nonmember Fee |
$199.00
|
