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Retirement Planning Issues: Where We Stand Now

 Tue, 06/24/2025 from 12:00 pm to 1:40 pm
 
2.0
26 / 3-110
Registration is Open
Price
$109.00 Regular Registration
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Designed For:

CPAs, EAs, attorneys, finance professionals and financial planners.

Prerequisite:

None

This course is designed to equip CPAs, EAs, attorneys and tax professionals with the essential knowledge and strategies needed to navigate the latest developments. Explore innovative approaches to maximize retirement savings, discuss tax-efficient retirement plan options, and align estate planning techniques with current trends. Gain a thorough understanding of altered rules for required minimum distributions (RMDs) and discover how to optimize estate plans in response to changing regulations. This update is tailored for professionals seeking practical insights in the realm of contemporary retirement planning.

Delivery Method: Group-live
CPE Credit: Taxes
Program Level: Basic

Facility

Event location
Ashore Resort & Beach Club

Objectives

Describe the innovative strategies available for maximizing retirement savings within the existing regulatory framework, emphasizing practical approaches for implementation.Identify estate planning techniques that seamlessly align with the current trends in retirement planning, fostering an understanding of how these strategies can optimize benefits for clients.List the altered rules governing Required Minimum Distributions (RMDs), ensuring professional scan recall and guide clients on compliance with the latest regulations in this critical aspect of retirement planning.

Schedule

I want to download the manual (printed materials not available)

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.