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We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for partici-pants who wish to attain a comfortable retirement for themselves and their cli-ents by maximizing tax saving strategies. This presentation integrates federal tax-ation with retirement planning. The course will examine tax and savings strate-gies 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 professional to locate, analyze, and solve fi-nancial aspects of retirement. Designed to improve the quality of services to cli-ents and the profitability of engagements, this program projects the accountant into the world of retirement planning. This course will give the participant prac-tice in analyzing problems, developing solutions, and presenting final personal retirement plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. Retirement income needs are calculated; net after-tax Social Security benefits are determined, and distribution options from IRAs and retirement plans are explored. Special con-sideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined.

Additional Course Details

  • Author: Danny Santucci
  • Publisher: Ultimate CPE Editorial
  • Course Level: Basic & Intermediate
  • Pre-Requisites: General Understanding of Federal Income Taxation
  • Interactive: Yes
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