Seniors face issues that complicate return preparation and planning. For example, when should they apply for social security?
How is it taxed? What if they continue to work? Will an increased standard deduction affect charitable planning? What about downsizing?
How can they help children or grandchildren pay for a home or a college education? This course will help you advise your clients on these topics and more.
Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.
Highlights
Income for seniors : retirement, earnings and investments. Tax Deductions : planning, bunching, strategies. Planning to help family members.
Prerequisites
Experience in individual tax preparation and planning. General knowledge of social security and other retirement vehicles.
Designed For
Staff at all levels focused on planning and financial planners recommending retirement strategies.
Objectives
Recognize the tax planning changes affecting Seniors. Determine how retirement distribution requirements can impact the overall retirement strategy.
Identify alternatives to achieve family objectives.
J-18808-Ljbffr
Tax Planning for Seniors WEBCAST
For example, when should they apply for social security? How is it taxed? What if they continue to work? Will an increased standard deduction affect charitable planning? What about downsizing? How can they help children or grandchildren pay for a home or a college education? This course will help yo...
Staff Accountant - Operational Accounting
ONEOK is seeking a Staff Accountant who will be responsible for operational accounting for the intrastate pipeline transmission business. Provide information and assistance to auditors, governmental/regulatory staff, managers, employees, customers, and others concerning accounting activities. ...
Tax Senior Manager - Real Estate Tax (central Region Office Locations)
Solid understanding of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring, and experience with federal tax compliance, federal tax ...
Tax Senior Associate
Work with the tax team to ensure the various components of the tax process are performed - including tax planning, client interaction and performing special tax projects. A typical day as a Tax Senior Associate in Tulsa, OK might include the following:. Gather relevant tax-related information from t...
Accountant, Senior
The primary responsibilities of the Senior Accountant position include, but are not limited to period, quarter, and year-end close process. The Senior Accountant will support our International Operations and may also be involved with more complex issues by utilizing enhanced analytical or accounting...
Senior Accountant
Lead and develop the Staff Accountant. ...
Accounting Manager
Accounting team members include AP, general accounting, cost accounting and fixed asset accounting. Direct and oversee the work of accounting team members ensuring accuracy and timeliness of delivery. Build and maintain relationship with Pregis Accounting network to drive adoption of best practices....
Staff Accountant
Are you looking for a career? Does a locally owned business that values TRUST, LOYALTY, COURAGE, HUMILITY, and EXCELLENCE reflect your ideal work environment? Would you be inspired in a company whose vision is to grow indefinitely to create opportunities for their employees and impact thousands of l...
Project Controller II
The main function of a Project Controls Specialist is researching and evaluating aspects of potential and existing projects as they pertain to internal and external resource availability, resource allocation, competitors influence, concurrent projects, available manning and expertise, and schedule c...
Associate - Corporate Tax_Roma [TAX]
Associate - Corporate Tax_Roma [TAX]. Nell'ottica di ampliare il dipartimento Tax nella sede di Roma, PwC Tax & Legal è alla ricerca di una figura che supporterà uno dei team fiscali. ...