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Tax Challenges for Older Americans

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

Intended Audience
CPAs, enrolled agents, and financial advisers

Prerequisite: Basic understanding of income tax

Advanced Preparation: None

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Videocourse Details

NASBA Field of Study: Taxes
Level: Basic
Recommended CPE Credit: 5
Tax Challenges for Older Americans
Text , 2014
Product# 745311
Availability: Backordered
AICPA Member:$135.00
Your Price:$168.75
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