Larry Stein's 2021 Guide to Giving Your 60+ Client a Planning Checkup (VIRTUAL SEMINAR)

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60PC-WEB  |  Virtual Live  |  Intermediate  |  Scheduled

Special Notes

This class qualifies for 6.75 hours of Iowa CLE Credit. Contact ISCPA for the activity code.

Curriculum

  • Taxation

Prerequisites

Basic knowledge of federal taxation. Recommended for professionals with at least six years of experience.

Designed For

CPAs and other business professionals

Objectives

To discuss key tax planning strategies and compliance tax traps for clients over the age of 60

Highlights

  • The family home
  • Form 1040-SR
  • Homesale exclusion
  • Social Security income inclusion
  • Social Security update
  • Medical deductions
  • Medicare update
  • Long-term care
  • Retirement planning update
  • The "love letter" to your family
  • Estate planning update
  • Form 1041 tax compliance
  • Gift tax compliance
  • IRAs and 401(k)s after SECURE Act, and CARES Act
  • Selected life insurance tax issues
  • Basis
  • Succession tax issues
Your Price: $380.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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Instructors

Larry J. Stein

Show Bio

Larry Stein, CPA, J.D., LL.M-Tax, CFP™ has presented over 1,000 live seminars in over fifty topics for State CPA societies around the United States. He is known for his entertaining presentation style and his thorough knowledge of tax, estate and financial planning. Larry is a Florida CPA and a member of the Florida Bar. He is also a Certified Financial Planner™. Larry holds a B.B.A. in Accounting and a Masters in Accounting from Florida Atlantic University. He obtained his law degree from the Florida State University College of Law and his Masters in Tax Law from the University of Florida College of Law. Larry has over a decade of public accounting experience. His experience includes work in a wide variety of industries and transactions. Larry's extensive public accounting experience focused primarily on the tax, estate and financial planning needs of closely-held family business owners.

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