We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are calculated; net after-tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare plan-ning is examined.
Additional Course Details
- Author: Danny Santucci
- Publisher: ACCPE Editorial
- Course Level: Overview
- Pre-Requisites: General Understanding of Federal Income Taxation None
- Interactive: Yes
Write a reviewYour Name:
Your Review: Note: HTML is not translated!
Rating: Bad Good
Enter the code in the box below: