Top 5 Ways to Fund Your Retirement (1st Ed.)

Overview

Specialized tax incentives can unlock significant value when applied correctly. In this course, Randy Crabtree, co-founder of Tri-Merit Specialty Tax, shares practical insights into key credits, deductions, and depreciation rules. Participants will evaluate eligibility requirements, stay current on legislative updates, and explore planning considerations tied to energy efficiency, research activities, and refundable tax credits.

Highlights

• Will Your Advance Directive Protect You Both Personally and Financially?
• Creating Trusted Planning Relationships
• Retirement Plans, Roth Planning and Conversions
• Reverse Mortgages

Prerequisites

Basic to advanced knowledge of taxation and income tax planning for individuals and businesses.

Objectives

• Understand the latest on regulatory requirements, investment strategies and theories in a changing environment.
• Learn the top 5 ways to fund your retirement.

Preparation

None.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.