November 14, 2025


Webinar


4 CPE

Webinar (CA): Tax Planning for Seniors 25-26 🗓

November 14, 2025
Webinar
4 CPE

Webinar (CA): Tax Planning for Seniors 25-26 🗓

  • Instructor

    Mary Kay
    Foss, CPA

Learning 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

Major Topics

• Income for seniors: retirement, earnings and investments
• Tax Deductions: planning, bunching, strategies
• Planning to help family members

CPE Credits Available

4 CPE
4
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Enrolled Agent - IRS Credit Eligible
  • Individual Tax
  • Personal Financial Planning

Prerequisites

Experience in individual tax preparation and planning. General knowledge of social security and other retirement vehicles.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Staff at all levels focused on planning and financial planners recommending retirement strategies.

Provider

California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 175 175
    Join
  • COCPA Non-Member

    $ 229 229
    Your Price

Please login to register.