Webcast Acronym: LSEC-8hr.
Webcast Title: Giving
Your 60+ Client A Check-Up – Tax/Estate Planning, Succession Strategies, Social
Security, Medicare, And Long-Term Care Insights
Recommended
Highlights:
Come join Larry Stein as he discusses tips and strategies to
give your 60+ client a check-up. Top tax planning tips and long-term care
insights (including retirement planning) will be featured. Also, succession
strategies and moves will be highlighted. Larry will also cover Social Security
and Medicare tips.
Learning
Objectives:
Upon the successful completion of this webcast, the
participants will be able to:
1.
Explain selected
Medicare, Social Security, and long-term care planning strategies.
2.
Explain selected
retirement tax planning strategies.
3.
Explain selected
estate and wealth transfer tax strategies.
4.
Explain selected
income tax planning strategies.
Major
Topics:
·
Retirement
Tax Planning – NUA, IRAs, HSAs, The New 3.8% Medicare Tax, And More!
·
Estate
Planning – Trusts And More!
·
Succession
Strategies And Exit Tax Planning Technical Issues.
·
Capital
Gains, Qualified Dividends, And The New Tax Landscape.
·
Long-Term
Care Planning And Retirement Planning – Five (5) Key Moves.
·
Social
Security – Five (5) Top Tips.
·
Medicare
– Three (3) Key Insights.
·
IRAs
And Life Insurance – Naming Beneficiaries.
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 – 4 hours; Specialized Knowledge – 4
hours.
Level: Intermediate.
Presentation Method: Live Webcast Lecture With Questions And
Answers.
Recommended CPE Credit Hours: 8 CPE credit hours.
Advanced Preparation: Basic knowledge of federal taxation.
“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 CPE Live Webinars
ID# 109111
Phone: 954.721.5588
Group Internet-Based
Larry
Stein
