CPA - small firm
CPA - medium firm
Tax planning has never been more important for retirees than it is today. With increasing national debt and underfunded liabilities like Social Security and Medicare, retirees could face tax rates that are higher than we have seen in decades.
In this webinar, we will cover topics that are crucial to retirees and tax planners, ranging from the Income-Related Monthly Adjustment Amount (IRMAA) to provisional income and everything else in between. This course will also touch on tax planning topics including net investment income tax (NIIT), capital gains, state taxes, estate taxes, Roth accounts, and premium credits. If you or your clients are looking for a comprehensive analysis of the impact of taxes on retirement, then this is the class for you.
Learning Objectives:
- Evaluate Income-Related Monthly Adjustment Amount (IRMAA) for Medicare beneficiaries
- Determine provisional income and the taxation of Social Security
- Classify the three different tax buckets and contrast their benefits
- Outline strategies to reduce or eliminate taxes in retirement
Dave Hall
Retirement Risk Advisors
Founder
[email protected]
(855) 491-0400
Dave Hall is a CPA, public speaker, webinar presenter, podcaster, retirement risk advisor, and all-around good guy. After graduating with his master’s degree in accounting from Southern Utah University, Dave moved to Las Vegas expecting to die there as a tax accountant. It was going great until he realized he had a greater passion for helping people get safely through retirement than he did for helping them get safely away from the IRS.
To follow his dreams, Dave left his role as managing partner of the accounting firm that he helped build into one of the largest in the history of Las Vegas. Eventually, he moved to Puerto Rico where he began piecing together what would allow him to share his knowledge on what it takes to get to a tax-free and risk-free retirement with thousands of people, just like you.
Dave now lives in Tennessee and spends most of his time educating CPAs and EAs on various retirement topics.
About Our Presenter
Retirement Risk Advisors is a retirement education company that is quickly becoming a top brand in the industry. Dave Hall, CPA started the company in 2019, with one course. Since that time, the company has continued to expand their offerings to include multiple courses, a podcast, weekly live events, and a risk-free retirement club. If you are looking for high quality, up-to-date, retirement education and planning you have come to the right place.
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.