Tax Concerns for Seniors ON DEMAND
Available Until
Your Desk
4.0 Credits
Member Price $391.00
Non-Member Price $450.00
Overview
This online CPE course provides an in-depth exploration of key aspects of retirement planning, including Social Security, Medicare, working as a senior, retirement distributions, and essential tax strategies. Participants will learn to navigate the complexities of Social Security and Medicare, assess the financial implications of continued employment in later years, and develop tax-efficient retirement distribution plans. The CPE webcast equips attendees with the knowledge to create a comprehensive and secure retirement strategy tailored to their unique needs and circumstances.
Highlights
An in-depth exploration of key aspects of retirement planning.
Prerequisites
None.
Designed For
CPAs.
Objectives
Understand the eligibility criteria and benefits of Social Security and Medicare to make informed decisions about retirement. Evaluate the financial and tax implications of continuing to work beyond traditional retirement age. Develop a tax-efficient retirement distribution plan that aligns with individual financial goals. Identify and apply key tax strategies to optimize retirement income and minimize tax liability.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Mary Kay Foss, California CPA Education Foundation
Mary Kay Foss, CPA, a director with Sweeney Kovar LLP, has more than 30 years of practical experience in advising clients about retirement, income and estate planning issues. She is a frequent lecturer for community, professional and business groups and has authored and presented courses for tax professionals throughout California. Foss is past chair of both the CalCPA Estate Planning Committee and the Committee on Taxation. She is a past president of the Estate Planning Council of Diablo Valley, the East Bay Chapter of CalCPA and the Estate Planning Council of the East Bay. She is a member of the AICPA Trust, Estate and Gift Tax Technical Resource Panel and has been quoted in California CPA magazine, as well as national publications.
Non-Member Price $450.00
Member Price $391.00