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Friday, December 18, 2020 Webcast

Securing a Comfortable Retirement in the Age of Spending (E2012081)

9:00 AM - 4:30 PM EST

Registration: 8:30 AM EST

webcast

Webcast

8.0 CPE Credits in TX

OVERVIEW

This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

CPAs looking to advise clients on retirement planning and CPAs looking for effective strategies for their own retirement.

BENEFITS

  • Help clients determine how much retirement income is necessary for the desired retirement lifestyle
  • Identify resources available for retirement
  • Understand how to build the three-legged retirement stool: employer retirement, savings and Social Security
  • Develop Plan B when the ideal retirement goal is not achievable
  • Explain ways that clients can convert the equity in a home to retirement income and how the value of a small business can be converted to retirement income
  • Explain survival possibilities and how first-to-die and last-to-die survival probabilities are used in retirement planning for married couples
  • Understand timing regarding the use of taxable retirement funds and nontaxable funds, and strategies to minimize income tax on Social Security
  • Recognize the role of various investment types, such as life insurance, annuities, mutual funds, equity holdings and bonds in retirement planning
  • Summarize key points of recent research on the sustainability of retirement income and maintenance of desired retirement lifestyles

HIGHLIGHTS

  • Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client
  • Using the residence and other real estate as retirement assets through equity and rent
  • Using a small business as a retirement resource through creative retirement plans
  • Asset allocation, portfolio management, portfolio rebalancing and investment selection concepts, before and after retirement
  • Developing a three-legged retirement stool of employer retirement, savings and Social Security
  • Distribution/asset liquidation planning
  • Analysis of the most current/important research on retirement planning and sustaining retirement income levels

COURSE LEVEL

Intermediate

PREREQUISITES

Basic knowledge of retirement planning.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for CFP Credit.

Course materials are distributed electronically. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.

INSTRUCTOR

John Evanich

John L. Evanich, CPA

Surgent Professional Education

John L. Evanich, Jr., CPA, is a retired tax partner, formerly with CohnReznick, LLP -- the 10th-largest CPA firm in the country. For more than 40 years, John specialized in working with professional service businesses, LLCs, LLPs, and S corporations on tax planning and other tax matters important to them. John has represented taxpayers on hundreds of IRS appeals and court petitions. With over 40 years of experience in public accounting, John is a past president of the Connecticut Society of CPAs (CTCPA), a past member of their Board of Governors, and a former trustee of their Educational Trust Fund. He is also a former member of AICPA Council. Mr. Evanich has lectured and written extensively on tax issues, both locally and nationally. He is a member of the American Institute of CPAs. In 2015 and 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. He has also served as chairman of many CTCPA committees, most notably the Federal Taxation, State Taxation, Public Relations, and Technical Consultation Services committees. John has also testified on tax matters of concern to middle- and upper-income taxpayers, as well as small businesses, before the Ways and Means Committee of the U.S. House of Representatives, as well as various Connecticut state legislative committees. Mr. Evanich received a bachelor’s degree in accounting with honors from the University of Bridgeport, Connecticut and completed all course work in the Master’s in Taxation program at Pace University in New York City.

PRICING

$289.00 - Member

$389.00 - Non Member

Register Today


Note: Online pre-registration will close 24 hours prior to this event.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent

Qualifies For

  • CFP