November 13, 2024
In Person
6:00 pm - 8:30 pm PT
Hosted by Palomar
Speaker: Rodney J Couts, EA
Description
This session will explore the key tax issues faced by those approaching retirement. By understanding these tax issues, tax professionals can develop advisory services to assist the taxpayers achieve a more financially secure retirement.
Focusing on this aspect of tax planning can be highly rewarding, providing a pathway to elevate a tax professional's practice to deliver more valuable services to its clients.
Learning Objectives
- Gain an understanding of the basics of Social Security and Medicare to have an informed discussion with your clients.
- Better understand the provisions of Prop 19 to guide clients on real estate transfers.
- Understand the importance of the tax planning opportunities with Roth IRAs before 2026.
Learning Level: Intermediate
Prerequisites: None
Continuing Education
IRS:
2 hrs
Federal Tax Topics
CTEC:
2 hrs
Federal Tax Topics
CA Bar:
1.75 hrs
Taxation Law (Self-Reporting)
CPA CA:
2 hrs
Taxes (Self-Reporting)
Pricing
Member
$45.00
Non-Member
$55.00
In-Person Details
Cocina del Charro
890 W Valley Pkwy
Escondido, CA 92025
Registration at the door is permitted but meals will be limited to availability if not pre-registered
Menu offerings:
Three different combination (including rice & beans) plates:
(1) Beef taco & Cheese enchilada
(2) 2 Cheese enchiladas
(3) Cheese enchilada & Chili relleno or
(4) Chicken Caesar Salad option
Agenda:
- 5:30: Sign In, Meet & Greet
- 6:00: Education Program Begins
- 7:00: Dinner
- 8:30: Education Program Ends
Cancellation/Refund Policies
Please contact the host Chapter at palomar@csea.org for refund/cancellation policies related to this event.