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 Concerns for Seniors - FLEXCAST

Available Until Wednesday, May 31

Your Desk

4.0 Credits

Member Price $196.00

Non-Member Price $225.00

Overview

Seniors face issues that complicate planning and tax return preparation. They are often interested in helping their families with education and home ownership as well as dealing with their personal issues. In this class from Mary Kay Foss, CPA, we will be coving a variety of issues for senior tax concerns. When to apply for Social Security and is it taxable? What if they continue to work after retirement? How does the increased standard deduction affect charitable planning? What about downsizing or retiring without a mortgage? This class will help you advise clients dealing with any of these issues.

Highlights

Social Security and Medicare. Still Working as a Senior. Retirement Distributions. Tax Planning. Other Planning Issues

Prerequisites

None.

Designed For

CPAs, financial professionals, enrolled agents and attorneys.

Objectives

Recognize the issues related to the onset of Social Security benefits. Determine how retirement distribution requirements can impact retirement strategy. Identify tax income and deduction issues of special importance to seniors. Identify alternatives to achieve family objectives regarding education and home ownership.

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

Mary Kay Foss

Mary Kay Foss, CPA, a director with Sweeney Kovar LLP, has more than 30 years of practical experience in advising clients about retirement, income and estate planning issues. She is a frequent lecturer for community, professional and business groups and has authored and presented courses for tax professionals throughout California. Foss is past chair of both the CalCPA Estate Planning Committee and the Committee on Taxation. She is a past president of the Estate Planning Council of Diablo Valley, the East Bay Chapter of CalCPA and the Estate Planning Council of the East Bay. She is a member of the AICPA Trust, Estate and Gift Tax Technical Resource Panel and has been quoted in California CPA magazine, as well as national publications.

Return to Top

Non-Member Price $225.00

Member Price $196.00

Add to Cart