Webcast Acronym: 60CL-Pt2
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 Two
Recommended
CPE Hours: 4 CPE Credit Hours.
Highlights:
Come join Larry Stein as he discusses practical strategies and ideas for your clients over age 60. In Part Two (of this two-part webcast), Larry will focus on long-term care planning and insurance, wealth planning, and asset protection ideas Don’t miss out on this high-yield CPE course!
Learning Objectives:
Upon the successful completion of this webcast, the participants will be able to:
Explain what to look for in advising a client on purchasing long-term care insurance.
Explain long-term care options.
Explain selected gift tax planning and compliance tax matters.
Explain selected marital portability estate planning concerns.
Explain selected considerations in beneficiary designation planning for IRAs.
Major Topics:
Long-Term Care, Retirement Tax Planning, And Eldercare.
Business Succession Planning (Includes Professional Practice, Farm, And Ranch Succession).
FBAR, FACTA, Reportable Transactions, Life Insurance – 60+ Client Tax Issues.
Gift And Estate Planning – Where To Focus Now.
Beneficiary Designations – Qualified Plans, IRAs, And Life Insurance.
Roth IRAs – Conversions – Factors To Consider.
Asset Protection For Your 60+ Clients – Five Key Ideas.
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
