WEBINAR: Retirement Tax Strategies
2 Hours Tax (Federal); IRS:
Clients often want our help in planning for retirement. This class will discuss ways to help your client prepare for retirement and what strategies can be used to minimize their tax liability throughout retirement.
Learning objectives:
- Identify the information needed to create a strategy
- Understand how Social Security and Medicare work
- Demonstrate deferred retirement calculations and strategies
- Recognize other income sources and options
- Apply strategies to examples
Registration Options
|
Registration Options
|
Credits | Price |
|---|---|---|
|
Member
Registration Ends 11/16/26 at 1:00 PM EST
|
2.00 (Tax (Federal)) | $59.00 |
|
Non-Member
Registration Ends 11/16/26 at 1:00 PM EST
|
2.00 (Tax (Federal)) | $89.00 |
Beth Logan, EA
Beth Logan, EA is a lead Tax Advisor at Kozlog Tax Advisers. She is Past President of the Massachusetts Society of Enrolled Agents, member of the National Association of Enrolled Agents, a graduate of the NAEA Schuldiner/Smollan Leadership Academy (SSLA), and recipient of the 2023 NAEA Excellence in Education Award. Beth is the lead author of the national EA Journals’ BitCoin article, a tax instructor, and author of multiple books on taxes.
If you don't receive a confirmation e-mail after you complete your registration, be sure to check your spam/junk folders.
For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352