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The Ultimate Guide to Retirement Planning

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of Study Interactive Self Study NONE Basic Understanding of Taxes Taxes Experience LevelCourse IDCPE CreditsAuthor Basic to Intermediate DS-306 40 Danny Santucci, JD The Ultimate Guide to Retirement Planning   Course ...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-306 40 Danny Santucci, JD

The Ultimate Guide to Retirement Planning


Course Description:
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. 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. Retirement income needs are calculated; net after tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined.

Who Should Attend: CPAs

Topics Covered:
CHAPTER 9 How Much Do You Need To Retire?
CHAPTER 10 Social Security Benefits & Retirement Planning
CHAPTER 11 Retirement Plans
CHAPTER 12 Distributions from Retirement Plans
CHAPTER 13 Nonqualified Plans
CHAPTER 14 Life Insurance, Annuities & Buy-Sell Agreements
CHAPTER 15 Home Sales & Moving Expenses

Learning Objectives:

After reading Chapter 1, participants will be able to:

1. Match short-term financial goals with the four generic investment purposes stating the planning purpose of this process, recognize the importance of defining, listing and prioritizing realistic goals, and show clients how investing allocation changes with age.

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

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

b. Identifying 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. Defining custodianship describing the two uniform acts and clarifying how an estate can be tax beneficial to taxpayers.


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