Tax Planning for Seniors 2024-25
Provider: CalCPA
Length: 212 minutes
Taxes
4 CPE Credits
Advanced
QAS self study
Financial Planning
Seniors face issues that complicate return preparation and planning. When to apply for social security? How is it taxed? What if they continue to work? Will an increased standard deduction affect charitable planning? Will downsizing affect interest and property tax deductions and payments? How to help children or grandchildren pay for a home or a college education? We'll explore these questions and more.