63718 16.5

This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax profes-sional to locate, analyze, and solve financial aspects of retirement. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of retirement planning. This course will give the participant practice in analyzing problems, developing solu-tions, and presenting final personal retirement plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual.

Additional Course Details

  • Author: Danny Santucci
  • Publisher: Ultimate CPE Editorial Staff
  • Course Level: Overview
  • Pre-Requisites: General Understanding of Federal Income Taxation
  • None
  • Interactive: Yes
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