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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.
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.
CPAs, enrolled agents, and financial advisers
Prerequisite: Basic understanding of income tax
Advanced Preparation: None