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We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater.

This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax-saving strategies. 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 upon retirement. Buy-sell agreements are discussed, and elder care planning is examined.

OBJECTIVES:
To provide a working knowledge of the structuring, treatment, receipt and protection of retirement income using tax planning.

MAJOR TOPICS:
  • Retirement Income Costs & Needs
  • Myths & Pitfalls
  • Defining Retirement
  • How Social Security Works
  • Social Security Benefit
  • Determination
  • Primary Insurance Amount
  • Taxation of Social Security Benefits
  • Disability & Survivors Benefits
  • Medicare & Medicaid
  • Universal Health Care
  • Retirement Plans - Pros & Cons
  • Retirement Plan Distributions
  • Maximizing Plan Contributions
  • IRAs & SEPAs
  • Annuity Payments
  • Lump Sum Distributions
  • Rollovers
  • Premature Distributions
  • Excess Distributions
  • Minimum Distributions
  • Nonqualified Plans
  • Life Insurance
  • Buy-Sell Agreements
  • Planning for the Retirement Home
Course Format
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: None
Field of Study: Taxation


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, and later established the law firm of Santucci, Potter and Leanders, in Irvine, California.

Serving as a lecturer for the Continuing Education of the Bar of California, Golden Gate University, and numerous state C.P.A. societies, Danny teaches a variety of tax, business and real estate courses. Danny is in demand all across the country as a speaker for all levels of professional and civic organizations and numerous major seminar circuits.
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