New BBB Course!
Stay ahead of the curve—enroll now to master the One Big Beautiful Bill Act and confidently guide your clients through its sweeping tax changes.
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Are you a California CNA?
We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are analyzed; Social Security benefits are determined, and distribution options from IRAs and retirement plans are explored.
Course Publication Date: May 14, 2025
This course is available with NO ADDITIONAL FEE if you have an active self study membership or all access membership or can be purchased for $20.00!
| Author: | Danny Santucci |
| Course No: | TAX-FASTRACK-5215-M |
| Recommended CPE: | 2.00 |
| Delivery Method: | QAS Self Study |
| Level of Knowledge: | Overview |
| Prerequisites: | General understanding of federal income taxation |
| Advanced Preparation: | None |
| Recommended Field of Study: | Taxes
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Learning Objectives
- Identify planning guidelines for retirement recognizing timing and location factors.
- Determine retirement costs and income needs based on their current income, select tax savings strategies, and identify investment assets to attain financial independence.
- Recall the qualifications for Social Security retirement & disability benefits and specify adjustments to retirement benefits.
- Identify basic types of qualified corporate plans and other sources of retirement income such as SIMPLE and stock ownership plans.
- Determine the difference between annuity payments and lump-sum distributions, specify key components of rollovers, premature distributions & required distributions, and identify nonqualified deferred compensation.
- Cite the benefits, uses, and types of life insurance, and specify how three basic estate planning tools can be incorporated into tax practice.
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