64. What's Age Got to do With the Elderly and Retirees Taxes | Webinar
- Course Description
This course addresses tax issues for the elderly and retirees. This course is Part 3 of 3 in a series addressing "age" and the impact of the Internal Revenue Code. This course introduces the participants to a vast number of federal income tax provisions where "age" is an issue for the proper preparation and compliance of the taxpayer's Form 1040 or Form 1040-SR. There are many provisions where the law provides an exclusion, deduction, credit, deferral, or penalty, where 'age" either allows or disallows the use of the provision.
- Learning Objectives
At the conclusion of the presentation, participants will have achieved a wealth of knowledge concerning federal income tax provisions where the "age" of the taxpayer, spouse and or a dependent, impacts the final federal income tax liability of the taxpayer in the current year and beyond. Also, tax professionals will be better equipped to provide planning sessions for their clients in the current and future tax years as the client reaches different "age" applicable challenges and opportunities.
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Your certificate will be emailed to you within 10 business days of the completion of the course.
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