Webcast
Tax Concerns for Seniors
Comprehensive course exploring tax planning strategies for seniors clients, such as Social Security benefits, retirement distributions, and unique income and deduction considerations.
$196.00
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
4 Credits: Taxes
Course Level
Basic
Format
Webcast
Course Description
This online CPE course provides an in-depth exploration of key aspects of retirement planning, including Social Security, Medicare, working as a senior, retirement distributions, and essential tax strategies. Participants will learn to navigate the complexities of Social Security and Medicare, assess the financial implications of continued employment in later years, and develop tax-efficient retirement distribution plans. The CPE webcast equips attendees with the knowledge to create a comprehensive and secure retirement strategy tailored to their unique needs and circumstances.
Learning Objectives
Upon completion of this course, participants will be able to:
- Understand the eligibility criteria and benefits of Social Security and Medicare to make informed decisions about retirement.
- Evaluate the financial and tax implications of continuing to work beyond traditional retirement age.
- Develop a tax-efficient retirement distribution plan that aligns with individual financial goals.
- Identify and apply key tax strategies to optimize retirement income and minimize tax liability.
Course Specifics
WC1824398906
December 2, 2024
None
None
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02677-24-O
IRS Federal Tax Law Credits: 4
CFP Provider Number: 3199
CFP Course Number: 332167
CFP Credits: 4
CTEC Course Number: 2071-CE-2115
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.
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 …
Webcast
