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© CPA Site Solutions 2013
CPE Credits: 38 hours
Cost: Free Signup Bonus
This course guides participants who wish to attain a comfortable retirement by understanding tax saving strategies, retirement income needs, wealth building, capital preservation, and estate distribution.
Explanation of tax-economics will permit the tax professional to locate, analyze, and solve financial aspects of retirement, improve the quality of services to clients, and the profitability of engagements. 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.
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