Skip to main content

The WSCPA office is closed except for special events and prearranged visits. You can reach staff during business hours via phone, email or live chat (scroll to bottom of page for contact info).

WSCPA phones are currently experiencing issues. Please contact us via chat or email memberservices@wscpa.org. We apologize for any inconvenience.

Tax Planning for Early Retirement: The Great Resignation - FLEXCAST

Available Until Wednesday, May 31

Your Desk

1.0 Credits

Member Price $49.00

Non-Member Price $56.00

Overview

We’ve been hearing a lot about The Great Resignation- the elevated rate at which U.S. workers have quit their jobs since the pandemic. There are a lot of tax consequences for those who decide to retire early. This class from Larry Pon, CPA/PFS, CFS, EA, USTCP, AEP, will be covering the basics of the topic of tax planning for early retirement and how it relates to the increase demand from The Great Resignation.

Highlights

The Great Resignation. Basic financial planning. 2022 tax rates. Retirement accounts. NUA. NIIT. Social security. Healthcare. Reverse mortgage.

Prerequisites

None.

Designed For

CPAs, financial professionals, enrolled agents and attorneys.

Objectives

Understanding the Great Resignation. Retirement plan distributions. Social Security- what you need to know. Healthcare- what you need to know.

Preparation

None.

Notice

  • This is a FlexCast™ (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. 
  • You may take up to one year from the date of purchase to complete the course. 
  • Pause your FlexCast and resume at a convenient day during the hours above.  
  • Partial credit for 2+ credit courses:  If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. 
  •  Use chat to ask questions of a subject matter expert during the program. 

Leader(s):

Leader Bios

Larry Pon

Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

Return to Top

Non-Member Price $56.00

Member Price $49.00

Add to Cart