Tax Benefits Of Retirement And Social Security Planning
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- 10:00 am - 1:45 pm Pacific Time Zone
- 11:00 am - 2:45 pm Mountain Time Zone
- 12:00 pm - 3:45 pm Central Time Zone
- 1:00 pm - 4:45 pm Eastern Time Zone
Important: Your webinar access link will come from webinar.host@bigmarker.com.
This course highlights the benefits of a taxpayer's ability to use deferred compensation planning for purposes of reducing their federal income tax liability in the current tax year and beyond. In addition, the presentation will include planning techniques as to when it may be most beneficial for a social security recipient to begin receiving their benefits or the benefits of a spouse, former spouse or deceased spouse.
At the conclusion of the session, the tax professional will be better equipped to understand the deferred compensation vehicles available to a taxpayer and will be better positioned to discuss the planning opportunities with their clients. In addition, participants will have obtained invaluable information concerning when a social security recipient should begin receiving their benefits from the Social Security Administration.
Disclaimer:
Webinars are interactive audio-visual presentation courses led by an NSTP Instructor. These courses include a pre-recorded session and may also include PowerPoints slides, a PDF textbook or both.
Although the NSTP has made every effort to ensure the accuracy of the materials and the seminar presentation, neither the author,the presenter nor the National Society of Tax Professionals assumes any responsibility for any individual's reliance on the written or oral information presented during the presentation. Each attendee should verify independently all statements made in the materials and during the seminar presentation before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any particular device, technique or suggestion before recommending the same to a client or implementing the same on a client's or on his or her own behalf.
Administration Policies:
Webinar Registration
- A $25 administrative fee will be charged for any course changes.
- It is essential for each participant in the webinar to register using their own name and email address; logging in with a different email may result in no CE credits being reported.
- Once registrations are finalized, a webinar link will be sent to the registrant's email address via BigMarker. Don't see your link? Check your spam and junk folders before contacting NSTP.
- Each webinar link is unique to the registered email address and will not function if forwarded to another email.
- For webinars that provide course materials before the webinar date, cancellations, refunds, or transfers to another course are not permitted. Once the course material is emailed, there are no cancellations, refunds, or transfers to another course.
Attendance Monitoring For CE
Webinars use a popup tool to monitor attendance. According to NASBA guidelines, you need to respond to at least three popups per hour to qualify for continuing education (CE) credits. We have included several additional pop ups throughout the course to ensure that all participants have the opportunity to earn the full CE credits. CE credits cannot be earned by participating in the webinar via phone only.
Cancellation
NSTP reserves the right to cancel any program or course for circumstances that are not under direct control of NSTP. If a course or program is canceled, participants will be refunded 100% of their registration fee.
Refunds, Cancellations, Complaints
For more information regarding refund, cancellation and complaint policies, please contact our office at 800-367-8130.
Technical Information:
Test your System first
- NSTP is not tech support, we will send you to either of these sites before further troubleshooting your technical issue.
- Before attending a Webinar, YOU MUST review our System Requirements below and test your system. Please test on the device, browser, and network you will be using when attending a webinar.
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