Webcast Acronym: LSEC
Title: Larry Stein’s 2016 Tips And Strategies To Give Your 60+ Client A Check-Up - Social Security, Medicare, Long-Term Care, Estate And Tax Planning
Recommended
CPE Hours: 8 CPE Credit Hours.
Highlights:
Come join Larry Stein as he discusses key ideas and strategies for your clients over age 60. Social Security, Medicare, Basis, Income Tax Moves, Personal Residence Planning, and Capital Gains Planning will be the focal points in the first half of the course. In the second half of this course, Long-Term Care, Wealth Planning, and Estate Preservation will be the focal points.
Learning Objectives:
Upon the successful completion of this CPE Event, the participants will be able to:
- Explain selected Social Security changes.
- Explain how to choose a "Medigap" Policy.
- Explain selected Social Security ideas.
- Explain selected Medicare strategies.
- Explain selected basis strategies under the tax code.
- Explain selected income tax planning strategies for the 60+ client.
- Explain selected personal residence tax and non-tax issues, concerns, and solutions.
- Explain long-term care options.
- Explain selected estate and gift tax planning techniques (including marital portability estate planning).
- Explain selected considerations in beneficiary designations for IRAs.
Major Topics:
Part One (Basis, Income Tax Planning, Social Security, Medicare, And Personal Residence Planning)
- Basis - Over Four Key Tips.
- Income Tax Planning - Selected Tips For The 60+ Client.
- Personal Residence Planning - Selected Tips.
- Retirement Planning; Resources.
- Social Security - How Will The New Rules Impact Retirement Planning.
- Medicare - The Growth Of Medicare Advantage Programs; How To Choose A Medigap Policy!
Part Two (Long-Term Care, Estate Planning, Asset Protection)
- Long-Term Care Insurance And Long-Term Care Options.
- Business Succession Planning - Selected Concerns.
- Gift And Estate Planning - Selected Focal Points.
- Beneficiary Designations - IRAs; Life Insurance.
- FACTA/FBAR - Selected Developments And Case Law.
- Estate Management, Asset Protection, And Wealth Preservation.
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 Lecture With Questions And Answers.
Recommended CPE Credit Hours: 8 CPE credit hours.
Advanced Preparation: Basic knowledge of federal taxation.
Prerequisites: Basic knowledge of federal taxation.
NOTE: Each of my 2016 eight (8) CPE credit seminars will be broken down into four (4) hour webcasts. The "Part One" topics will be covered in one four hour webcast event and the "Part Two" topics will be covered in another (second) webcast event. If you have any questions, please email Larry Stein at taxman532@hotmail.com.
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
