Events Search
  Summary & Check Out (0)
Wednesday, October 16, 2024 In-personHudson Chapter

Social Security, Medicare and Retirement Planning | Criminal Tax (E2410379)

8:00 AM - 11:40 AM EDT

VFW - Secaucus

1400 Paterson Plank Rd
Secaucus , NJ 07094

2 CPE Credits in TX
2 CPE Credits in SK

OVERVIEW

Gain insights into the IRS collection process and how AI can help you prepare. Plus, get the latest updates on retirement strategies for CPAs and their clients.

DESIGNED FOR

CPAs and tax practitioners

BENEFITS

  • Gain a better understanding of the collection process and how to respond.
  • Enhance your retirement strategies for clients.

HIGHLIGHTS

  • IRS collection alternatives
  • Collection due processes
  • IRS notices
  • Retirement income
  • Medicare strategies
  • Social Security system

SPONSORED BY


Coming soon

SPONSORED BY



COURSE LEVEL

Basic

INSTRUCTORS

Frank Agostino

Frank Agostino, J.D., LL.M.
(4.7)

Partner

Agostino & Associates, P.C.

Read bio

Ash Ahluwalia

Ash Ahluwalia, M.B.A., NSSA, CFP
(4.8)

Managing Partner

OneTeam Financial LLC

Read bio

Richard Gustafson

Richard Gustafson, CFF
(4.8)

OneTeam Financial LLC

Read bio

PRICING

$75.00 - Member

$95.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form