IRS Number: 5KBKR-T-00046-12-I
Event 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"
Attendee RequirementsCall 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
Event ObjectiveUpon 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 StudyTaxes
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