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22WC-1105: Tax Planning for Seniors (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Wednesday, January 25, 2023
Time 10:00am - 1:30pm
Central Time
Location Online
CPE credits CPE 4.0
of study
Taxes - Technical (4.0)
Instructor Mary Kay Foss, CPA
Standard Member Fee $149.00
Standard Nonmember Fee $199.00


Seniors face issues that complicate return preparation and planning. For example, 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?

Who should take this program?

Staff at all levels focused on planning and financial planners recommending retirement strategies.

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


Course code Code 22WC-1105
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Level Intermediate
Format Group Internet Based
Prerequisites Prereq. Experience in individual tax preparation and planning. General knowledge of social security and other retirement vehicles.

If you have questions about this event, please call us at 952-831-2707.

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