Tax Planning for Seniors 25-26

Tax Planning for Seniors 25-26

Tax Planning for Seniors 25-26

Overview

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.

4.0 CPE Credits

Registration

Registration is open through 06/24.

Member Price

$175

Nonmember Price

$229

Tuesday, June 24

9:30am to 1:30pm (Check-In 9:30am)

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