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Tax & Financial Planning For Retirement

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of Study Interactive Self Study NONE Basic Understanding of Taxes Taxes Experience LevelCourse IDCPE CreditsAuthor Basic to Intermediate DS-125 24 Danny Santucci Tax & Financial Planning For Retirement Course Descripti ...Read more
  • Description
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Interactive Self Study NONE Basic Understanding of Taxes Taxes
Experience Level Course ID CPE Credits Author
Basic to Intermediate DS-125 24 Danny Santucci

Tax & Financial Planning For Retirement


Course Description:
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 professional 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 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.

Who Should Attend: CPAs

Topics Covered:
CHAPTER 1 FINANCIAL TAX PLANNING
CHAPTER 2 BUILDING AN ESTATE
CHAPTER 3 PRESERVATION OF WEALTH
CHAPTER 4 DEFERRAL
CHAPTER 5 REDUCTION
CHAPTER 6 INCOME SPLITTING
CHAPTER 7 ELIMINATION
CHAPTER 8 ESTATE PLANNING
CHAPTER 9 ASSET PROTECTION

Learning Objectives:

After reading Chapter 1, participants will be able to:

1. Identify short-term financial goals and investment purposes, recognize the importance of defining, listing and prioritizing realistic goals noting how investing allocation changes with  age.

2. Determine the tax consequences of title holding methods by:

a. Specifying  ways to hold title to assets starting with the simplest and most direct way to hold property;

b. Cite the tax benefits and drawbacks of co-tenancies, corporations (both C & S), partnerships, qualified retirement plans, and trusts particularly as they relate to a client's after-tax investment return; and

c. Identifying custodianship under the uniform acts and determining how an estate can be tax beneficial to taxpayers.

3. Recognize the impact of retirement planning postponement noting the importance of early planning using the author's suggested step process, specify a balance sheet method to plan retirement, determine how to diversify portfolios by balancing liquid and nonliquid assets, and identify the purpose of savings noting strategies to save.

 


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