WASHINGTON--(BUSINESS WIRE)--Tax Talk Today®, an online series of webcasts educating tax professionals on current and critical tax issues, announced the topic for its July program, Tax Preparation for a Graying Population in a Pension-less World. The Live webcast is scheduled for Tuesday, July 10, 2 - 3:40 PM ET (2 CPE Credits).
Alan Pinck, EA, Donald Kieffer, IRS Tax Law Specialist - Office of Employee Plans (EP), Lonnie Gary, EA, USTCP, Kathy Brown, EA will provide information on Tax-Favored plans, drawing down retirement savings, asset protection and estate and gift tax. Panelists will also provide taxation information on Medicare and supplemental plan premiums and payments. Complete program description.
The broadcast will be Archived for 12-months for viewers who are unable to watch Live or wish to complete a QAS Self-Study CPE program. Viewers earn 3 CPEs for completing this program and may email questions before and during the Live program.
Program Outline
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Tax-Favored Saving for the Future
- IRA’s
- Insurance and annuities
- Employer-sponsored savings plans
- Stock plans and options
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Changes to Tax-Favored Plans
- Rollovers
- Conversions
- Early withdrawals
- Plan terminations
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Living the Golden Years
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Drawing down retirement savings
- Employer plan distributions
- Annuity payments
- Social security payments
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Life and Health Insurance
- Long-term care insurance
- Life insurance proceeds
- Medicare and supplemental plan premiums and payments
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Asset Protection
- Using trusts
- Business assets
- Residence trust
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Drawing down retirement savings
Viewers needing Continuing Professional Education credit can take advantage of a Tax Talk Today subscription price of $270.00 or $18.00/credit for 15 CPE credits, which includes all 7 programs. Tax Talk Today is an IRS Approved Continuing Education Provider.
About Tax Talk Today, The Tax Show for the Tax Pro
A 7-program, 15 CPE, webcast series, designed to educate tax professionals about complex tax issues. Tax Talk Today features roundtable discussions and real-time interaction with industry professionals and IRS officials. Tax Talk Today collaborates with the IRS and NAEA to provide content meeting CPE Credit requirements for CPAs, Enrolled Agents, OTRPs, attorneys, and all professionals needing CPE credits in the tax area. Programs are available Live, Archived or Podcast. Contact Lance Schmeidler 202-559-9330 or Schmeidler@TaxTalkToday.com or visit www.TaxTalkToday.com.
