Program Overview
June 24, 2025 | 6:00 pm - 8:00 pm| Webinar
Hosted by San Fernando Valley
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
1. Enhance ability to talk with clients on pre-retirement tax planning
2. Gain and understanding of the basics of Social Security & Medicare including tax traps and solutions
3. How to navigate Proposition 19 on client real estate transactions
4. Awareness of proposed legislation that can impact future retirement planning
5. Grasp the new rules impacting Roth IRAs
6. Discover the importance of Roth IRA planning before 2026
Learning Level Basic
Continuing Education
IRS: 2 hours Fed Tax Topics | CTEC: 2 hours Fed Tax Topics | CA Bar: 1.75 hours Taxation Law (Self-Reporting)| CPA CA: 2 hours Taxes (Self-Reporting)
Pricing
Member: $24.95 | Non-Member: $49.95
Webinar Details
After registering, everything you need for attending this webinar will be found in Your Learning Center.
No - Video recording available for this event.
Cancellation, Refund, and Webinar Attendance Policies
Please contact the host chapter at sanfernando@csea.org for refund/cancellation policies related to this event. CSEA and its local Chapters are committed to providing a professional, friendly, safe, and welcoming experience for all participants during each webinar. Please see the webinar policies that have been established to support a clear understanding of the roles and responsibilities of all parties.