Your Complete Source For Tax Seminars and CPE Credits

Understanding Retirement Issues

Live Seminar

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IRS Number: 5KBKR-T-00046-12-I
Course Description:
This course provides tax professionals with some of the most useful guidance available for both themselves and their clients. We begin with a thorough review of Social Security & Medicare issues, including planning concepts. We then move into a summary of Estate & Gift Planning issues and conclude with our review of Retirement Plans & IRAs. Please see individual courses for more details. Attendees also receive a FREE copy of our complete "Implementing Retirement Planning Services"

Sponsor Details

Sponsor:Hawaii Association of Public Accountants and Jennings Seminars

Society Contact: Marilyn Niwao 808-242-4600 x224

Attendee Requirements
Call society/sponsor for location and hotel information as needed.

All policies and registration and fees are established by society/sponsor.

Dress warmly in layers as the room may be cool.
Society Contact Name: Marilyn Niiwao and phone: 808-242-4600

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Course Details
Seating:
LIMITED
Cost:
$245.00
Hours:
9
Course Dates and Times

TIME ZONES: PLEASE NOTE: All live seminar times are listed for the time zone which the seminar is being held.

Date:   August 21, 2012
Time:   7:45 AM - 4:45 PM    Add to Outlook
 
Course Location
Venue:
Hyatt Regency Maui Resort And Spa
Address: 200 Nohea Kai Drive, Lahaina, HI Lahaina, HI 96761
Map Link
Contact Information
Speaker Bio(s)
Bob Jennings CPA, CFP, EA, RTRP

Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana), a licensed CFP, an IRS Enrolled Agent and a Registered Tax Return Preparer. Bob is also a prolific a...

Contact:
Hawaii Association of Public Accountants and Jennings Seminars
Email:
mniwao@aol.com
Phone:
808-242-4600
Testimonials

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Course Objective
Upon completion of this course, the student should be able to advise clients on retirement issues, accurately advise tax clients regarding qualifying for, applying, receiving and planning for social security and retirement benefits; and be able to determine the 2012 estate and gift tax minimum filing requirements as well as the thresholds for exempt gifts and other excludible amounts.

Field of Study
Taxes

Prerequisites
None

Course Level
Basic

NASBA Category
Taxes

Publication Date
4/30/2012