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Tax Planning for Seniors 25-26

 Various
 
4.0
Registration is Open
Member Price
$175.00 Regular Registration
Your Price
$229.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 06/24/2025 from 11:00 am to 2:30 pm
 Wed, 08/20/2025 from 11:00 am to 2:30 pm
 Fri, 11/14/2025 from 11:00 am to 2:30 pm
 Tue, 12/02/2025 from 11:00 am to 2:30 pm
Designed For:

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

Prerequisite:

Experience in individual tax preparation and planning. General knowledge of social security and other retirement vehicles.

Seniors face issues that complicate return preparation and planning. For example, when should they apply for social security? How is it taxed? What if they continue to work? Will an increased standard deduction affect charitable planning? What about downsizing? How can they help children or grandchildren pay for a home or a college education? This course will help you advise your clients on these topics and more.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

Objectives

  • Recognize the tax planning changes affecting Seniors
  • Determine how retirement distribution requirements can impact the overall retirement strategy
  • Identify alternatives to achieve family objectives

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.