January 25, 2023


4 Total CPE Credits


Webinar (CA): Tax Planning for Seniors

  • Instructor

    Mary Kay Foss, CPA

Learning Objectives

• Recognize the effect of Social Security on retirement

• Identify strategies for tax-deductible expenditures

• Determine how retirement distribution requirements can impact the overall retirement strategy

• Identify alternatives to achieve family objectives

Major Topics

• Income for seniors: earned and investment

• Deductions: bunching, tracing, minimizing

• Effect of income tax strategies on an estate plan

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate


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.


California CPA Education Foundation

This event has ended.