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Tax Challenges for Older Americans

Author/Moderator: Carla Gordon, CFP, CSA, MSFS
Publisher: AICPA
Availability: Backordered
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Description

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America's large and aging population simultaneously faces tax challenges and tax planning opportunities. The course will explore both real-world context in light of changing rules and real-life scenarios in which various planning alternatives will be compared.

Topics Discussed:

  • Planning for Retirement Plan Distributions
  • Reverse Mortgages
  • Long-Term Care Insurance and Costs
  • Buying Into Assisted Living and Retirement Communities
  • Income Tax Dos and Don'ts for Older Taxpayers
  • Tax Planning for Home Sale

Learning Objectives:
This course will assist you in preparing to guide your older clients to smarter decisions that balance cash flow, smart tax management, and the achievement of meaningful financial and personal objectives.

Prerequisite: Basic understanding of income tax

Advanced Preparation: None

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Excerpts

Videocourse Details

NASBA Field of Study: Taxes
Level: Intermediate
Recommended CPE Credit: 5
Tax Challenges for Older Americans
Text
Product# 745310
Availability: Backordered
Regular:$168.75
AICPA Member:$135.00
Your Price:$168.75
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