Description
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 to help children or grandchildren pay for a home or a college education?
Highlights
Income for seniors: earned and investment
Deductions: bunching, tracing, minimizing
Effect of income tax strategies on estate plan
Objectives
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 familyobjectives
Designed For
Staff at all levels focused on planning
Financial planners recommending retirement strategies
Registration for this course has passed.
Course Pricing
WYOCPA Member Fee
$150.00
Non-Member Fee
$201.00
Your Price
$201.00
Upcoming Courses
-
The Best Federal Tax Update Course by Surgent
July 7, 2025
-
Business Partnerships: Managing Supplier Relationships
July 7, 2025
-
Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection
July 7, 2025
View all upcoming courses