Checkpoint Learning

Course Detail

Special Tax Issues for Senior Citizen Clients  

CATEGORY: Taxation
2 CPE Credits
Level: Basic

7,000 senior citizens are retiring every day! And of course there are almost always changes in their Federal and state income tax situations. The webinar will include discussions on:
  • Taxability of social security income
  • Income tax considerations of going into a lower (sometimes higher) tax bracket
  • Tax results of selling a principal residence
  • Taxation of retirement plan distributions
  • Additional deductions and/or credits that may be available
  • IRAs and the IRS: Follow the distribution rules to avoid penalties
  • Learn what is a senior citizens biggest financial fear
  • And much, much more
NOTE: The voluntary IRS Annual Filing Season Program (AFSP) requires that CE Sponsors collect PTINs from IRS professionals who wish to receive IRS credit. IRS PTIN holders (including Enrolled Agents) should enter their IRS PTIN into Checkpoint Learning so that course completions can be reported to the IRS. You do not need to enter your PTIN for each course you take; you only need to add it once. If you have any questions on how to do this, please contact us 800-231-1860. THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT.

Please contact a salesperson at 800.231.1860 to buy this course.

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Course outline