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Date / Time / Location

Monday, September 25, 2017
8:30 AM - 4:30 PM
Registration: 8:00 AM

APA Hotel Woodbridge120 Wood Avenue South
Iselin, NJ 08830
732-494-6200

CPE Credits

  • 4.00 CPE Credits in CS
  • 4.00 CPE Credits in TX

Pricing

  • $299.00 - Member
  • $399.00 - Non Member

Course Developer

Help your clients implement tax-effective investment and portfolio strategies for successful wealth accumulation and real after-tax retirement income maintenance.

Designed For

CPAs who wish to serve the needs of the growing segment of the public for whom effective retirement planning is critical as they reach their peak earning years and/or are approaching retirement.

Benefits

  • Identify the success factors in building a retirement nest egg
  • Explain the relationship between risk and return and the investment horizon
  • Describe the tax effect of inflation, its interaction with the income tax, and the effects of taxation on investment performance
  • Explain survival probabilities as well as how first-to-die and last-to-die survival probabilities are used in retirement planning for married couples
  • Discuss the pros and cons of using annuities as accumulation and payout vehicles for retirement
  • Describe the complex tax, legal, and financial elements of life insurance and summarize the wide range of uses for life insurance in retirement planning
  • Explain the various ways clients can convert the equity in a home to retirement income

Highlights

  • Asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement, tax-saving investment transactions, and the optimal asset mix between retirement plans and taxable savings
  • Historical guidelines for nominal and real after-tax returns
  • Understanding expenditure patterns in retirement and the level and risk associated with out-of-pocket medical expenses in retirement
  • Determining how much money one needs to assure a financially secure retirement
  • Distribution/asset liquidation planning
  • Sustainable portfolio withdrawal rates during retirement for differing stock/bond/cash asset allocations, inflation rates, and tax rates both from tax deferred accounts and taxable accounts
  • Variable annuities vs. mutual funds; Roth IRAs vs. regular IRAs; and the use of life insurance in a pension maximization strategy
  • Analyzing the impact of recent tax law, regulations, and rulings

Prerequisites

Basic knowledge in retirement planning.

Advance Preparation

None

Additional Notes

  • This seminar qualifies for CFP credit.
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Dennis Riley

Dennis P. Riley, CPA, M.B.A.
Member
Dennis Riley, CPA

Dennis Riley has more than 30 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. The Vision Project identified him as an early adopter of new technology and new integrations of accounting and consulting information. He is a frequent lecturer on topics related to taxation and closely held businesses. In 2015, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Riley's experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.

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