Webcast Acronym: 60CL-Pt1
Webcast Title: Larry Stein’s 2015 Tips And Strategies To Give Your 60+ Client A Check-Up – Social Security, Medicare, Long-Term Care, Estate And Tax Planning – Part One
Recommended
CPE Hours: 4 CPE Credit Hours.
Highlights:
Come join Larry Stein as he discusses key tips and strategies for your clients over age 60. In Part One (of this two-part webcast), Larry will discuss Social Security Ideas, Medicare Strategies, Basis, and Income Tax Planning Moves for this client group. Personal residence planning will also be highlighted. The 60+ client segment is growing rapidly – gain new strategies to serve this client niche!
Learning Objectives:
Upon the successful completion of this webcast, the participants will be able to:
Explain selected basis provisions under the tax code.
Explain the homesale exclusion rules.
Explain selected Social Security ideas.
Explain selected Medicare strategies.
Major Topics:
Basis – Strategies And Moves.
Income Tax Planning – 60+ Clients.
Personal Residence – Homesale Exclusion, Qualified Residence Interest, And More!
Social Security And Medicare – Key Insights And Strategies.
Designed For: CPAs with at least six (6) years of experience. You must have a basic knowledge of federal taxation.
NASBA Fields Of Study: Taxes.
Level: Intermediate.
Presentation Method: Live Webcast Lecture With Questions And Answers.
Recommended CPE Credit Hours: 4 CPE Credit Hours.
Advanced Preparation: Basic knowledge of federal taxation.
Prerequisites: Basic knowledge of federal taxation.
Texas Registration: 009838
“I have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of my CPE program.”
Larry
Stein Continuing Education LLC
ID# 109111
Lawrence J Stein
9620
NW 82nd Street
Tamarac, FL 33321
Phone: 954.721.5588
Group
Internet-Based
Group Live Based
Larry Stein Continuing Education LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.learningmarket.org
