WEBINAR SERIES: Life Event Tax Planning - E3S5R-T-00821-24-O
6 Hours Federal Tax; IRS:
This is a 3 part webinar series. Each of the 3 webinars are on various days and times and cover the topics as listed below. Please note, if you register for this series you will be registered for all 3 of the webinars listed below. If you do not wish to register for the entire series, you may also register for the webinars individually.
- October 24th "Elder Care & Taxes" from 10 a.m. - 12 p.m.
- October 30th "Marriage & Divorce Tax Planning" from 10 a.m. - 12 p.m.
- October 30th "Planning During Retirement" from 2 - 4 p.m.
Webinar Course Descriptions
October 24th from 10 a.m. - 12 p.m. “Elder Care & Taxes” This course addresses the critical intersection of aging and tax considerations in the U.S. As the senior population grows, understanding these issues becomes increasingly important. The course offers a comprehensive overview of elder care planning strategies, including options for long-term care payment, tax implications of various legal documents, and suitable trust types for nursing home care. It also delves into the tax benefits of qualified retirement plans, health savings accounts, and charitable distributions. This course will equip you with the knowledge to navigate the complex landscape of elder care and taxes effectively.
October 30th from 10 a.m. - 12 p.m. “Marriage & Divorce Tax Planning” This course will discuss the income, estate, and gift tax consequences of marriage and divorce, including the effects of pre-nuptial agreements on preexisting tax debt and the taxation of income from separate property assets. It will address tax traps that may be encountered in property settlements, the sale of the principal residence, and the payment of child support and alimony. We will discuss problems encountered in dividing closely held businesses, IRA and Qualified Plans, stock options, and deferred compensation in divorce. It will cover the relief available from filing joint income tax returns.
October 30th from 2 – 4 p.m.“Planning During Retirement” This program will cover the essentials of employer retirement plans. We’ll cover IRA distributions, conversions, and rollovers, and how this will interplay with Social Security benefits. We will review SECURE ACT 2.0 changes to required minimum distributions and Inherited IRAs. We will discuss alternative advanced distribution approaches under 72(t) Substantially Equal Periodic Payments (“SEPP”) and Net unrealized Appreciation (“NUA”). We’ll examine strategies to avoid traps in the IRA area including prohibited transactions, excess contributions, and impermissible investments.
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member
Registration Ended 10/24/24 at 10:00 AM EST
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6.00 (Tax (Federal)) | $159.00 |
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Non-Member
Registration Ended 10/24/24 at 10:00 AM EST
|
6.00 (Tax (Federal)) | $235.00 |
James F. Tice, EA
Mr. James Tice is a distinguished leader in the firm’s tax practice. He specializes in organizing, preparing, and supervising complex tax planning and compliance for various tax-exempt organizations and small businesses. Mr. Tice frequently lectures on a wide range of topics, including tax, business, and ethics. He has been actively involved with the Pennsylvania Society of Tax & Accounting Professionals since 2005 and has been enrolled to practice before the IRS since 2012.
No show - No refund - no exceptions. No refund will be issued for any webinar in which the login information and course material has already been distributed. Please check spam/junk folders. No refund nor credit for a future program will be issued for any webinar for which you are registered but fail to attend. Applicable webinar bundle credits will be forfeited for any webinar no-show.
For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352