Financial & Retirement Planning Conference WEBCAST - Presented by the Oregon Society of CPAs

Overview

Financial and retirement planning has become a greater part of the CPA career than ever before, and our Financial & Retirement Planning Conference has never been better! From the implications of Tax Law sunsets to the complications of divorce in retirement, trusts and Social Security, this conference has it all! Let our experts help give you the tools and insights to be a leader in financial and retirement planning.

NOTE: This course does not qualify for the Season Ticket or Coupon.

Highlights

• Untangling the IRS' New Finalized (and proposed) Regulations on RMDs
• Medicare and Social Security
• The Gray Divorce
• Implication of Tax Law Expirations in 2025
• Using Trusts in Estate Tax
• Approaches to Creating Retirement Income
  

Prerequisites

None.

Designed For

Tax professionals looking for an update on financial and retirement planning issues for themselves or for their clients.

Objectives

This program is designed to provide you with an overview of the latest developments on financial and retirement planning related issues.

Preparation

None.