This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies.
The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation and estate distribution.
The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. Retirement income needs are calculated; net after tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed and eldercare planning is examined.
Major topics include:
- Asset Accumulation & Savings
- Retirement Income Costs
- Income Splitting & Tax Deferral
- Wills and Trusts
- Estate Planning
- Asset Management
- Retirement Goal Setting
- Life Insurance
- Buy-sell Agreements
- Asset Protection
- How Social Security Works
- Myths and Pitfalls of Retirement
- Medicare and Medicaid
- Retirement Plan Distributions
- Private Annuities
- Social Security Benefit Determination
- Retirement Plans
- Elder Care
Upon ordering this course, you will immediately receive instructions how to download the course as an Online pdf document. Included in this email will be log-on instructions for taking the certification exam. You have one year from date of purchase to complete the course.Exam Format
After you have completed reviewing the text material, you may take your exam in our convenient, untimed online format. Tests average 5 questions for each CPE credit offered. For example, a CPE test worth 20 credits would include about 100 questions.
A score of 70% or better is required to pass this course, although there is no limit to the number of times you may take the exam in order to pass.CPE Certification
When you successfully pass the exam, your Certificate of Completion will be displayed on the screen. Print it out on your printer by using the “Print” command in your web browser.
This course is accepted in all but the following states for CPE credit: FL, MN, MS, OR, SC, & TN.
Course Level: Basic
Prerequisites: NoneIf you would like to purchase this course with a printed book included, click HERE to order.About The Author
Danny C. Santucci earned his Bachelor of Arts in Political Science from the University of California at Irvine in 1969. He received his Juris Doctorate from Boalt Hall School of Law, University of California at Berkeley in 1972, at which time he began practice as a tax attorney in Southern California.
His legal career was initiated with the business and litigation firm of Edwards, Edwards and Ashton. Later he joined the Century City entertainment firm of Bushkin, Gaims, Gaines & Jonas working for many well known celebrities.
In 1980, Danny established the law firm of Santucci, Potter and Leanders, in Irvine, California. With increasing lecture and writing commitments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law and estate planning.