Tax and Financial Planning for RetirementCode: 18-TANDFRET

Price: $159.00
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Course Details

3415 pages

Course description and objectives:

This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the tax professional to locate, analyze, and solve financial aspects of retirement. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of retirement planning. 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.

 

 

Presentation Method:  Self-Study

 

Category:  Taxation  

 

CPE credit:  18 Hours  

Program Level:  Update

Prerequisites:  None

Advance Preparation:  None

Presentation Method:  Self-Study

Exam expiration date:  Participants must submit exams for grading within one year from the date of purchase

For more information regarding refunds, complaints, or cancellation policies, please contact our offices at 817-477-0222.

American CPE, Inc. 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:  National Registry of CPE Sponsors, 150 Fourth Ave. North, Nashville, TN 37219-2417.  Web site:  www.nasba.org

NASBA Sponsor number 108096

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$159.00

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Tax and Financial Planning for Retirement
C.J. TX
12/13/2015
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Tax and Financial Planning for Retirement
C.K. TX
10/25/2015
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Tax and Financial Planning for Retirement-15
R.Q. OR
04/07/2015
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Tax and Financial Planning for Retirement-15
W.H. NV
01/10/2015
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Tax and Financial Planning for Retirement-15
P.S. VA
12/31/2014
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Tax and Financial Planning for Retirement-15
R.S. OH
12/16/2014
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Tax and Financial Planning for Retirement-15
S.S. WA
11/18/2014
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Tax and Financial Planning for Retirement-15
S.R. TX
11/17/2014
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Tax and Financial Planning for Retirement-15
S.K. CA
11/11/2014
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Tax and Financial Planning for Retirement (24 CPE Hours) 2012-13
I.K. Chiba
08/10/2014
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