In-Depth Seminar: Tax and Benefit Planning for Aging Clients - University of Illinois Tax School
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Scroll down for seminar details! Tax and Benefit Planning for Aging Clients: Crucial Conversations

$235 ($265 after Sep. 19) for up to 8 hours CPE

The number of people ages 65 and older is projected to increase from 46 million to 73 million by 2030, according to a late 2015 report by the Population Reference Bureau. Many soon-to-be retirees are financially unprepared for a long and comfortable retirement. An increasingly large number of people have many questions about tax and retirement planning. Initiating conversations with clients about retirement is more crucial than ever.

Your clients may be wondering...

  • What kind of retirement income can I expect?
  • When should I claim my social security benefits?
  • What medical assistance programs am I eligible to use?
  • Do I need long-term care insurance?
  • Do I need to be concerned about estate planning?
  • Should I consider a reverse mortgage?

In this course, Steven Siegel, JD, LLM, discusses tax and income planning issues associated with an aging population. He addresses the need for a well-considered estate plan. He reviews current government entitlement programs that will likely impact retirement such as social security, Medicare, and Medicaid. He covers retirement income planning options such as IRAs, employer-sponsored plans, income annuities, and explains how retirees could use their home as part of their retirement plans. If new tax legislation becomes law before October, its impact upon retirement planning will be included.

This seminar will give you the information you need to begin crucial tax planning conversations with your aging clients.

Facility Change: There has been a change in the facility for the Lisle location since we initially launched registration for this seminar. Instead of the Hilton Lisle, the event will now be held at the Sheraton Lisle. There are no changes in the date or pricing of the seminar. We apologize for any inconvenience.

(Prefer to register by mail or fax? Use our printable registration form.)

Provides up to 8 hours CPE.

Registration Fee: $235 ($265 after September 19)

The fee for this seminar includes a buffet lunch, morning and afternoon snacks, beverages, and materials.

Dates and Locations:

  • Tuesday, October 3 — Springfield
  • Wednesday, October 4 — Skokie
  • Thursday, October 5 — Lisle

Check-In: Begins at 7:30 a.m.

Instruction: Begins at 8:30 a.m. and concludes at 4:30 p.m. We will take a 45 minute lunch break (buffet lunch provided)

NASBA Program Level: Overview

CPE Filings Available: Illinois MCLE, Illinois Insurance, CFP, IRS

Steven Siegel Steven G. Siegel, JD, LLM, is president of The Siegel Group, based in Morristown, New Jersey. The company provides consulting services throughout the United States to attorneys, accountants, business owners, family offices, and financial planners. Steven has delivered hundreds of lectures to thousands of attendees throughout the United States on tax, business, and estate planning topics. He presently serves as Adjunct Professor of Law in the Graduate Tax Program (LLM) at the University of Alabama. He also has served as an Adjunct Professor of Law at Seton Hall and Rutgers University Law Schools.

Learning Objectives: By attending this seminar, you will be able to:

  • Identify basic estate planning documents that your clients need
  • Review estate and trust planning for clients with net worth below the estate and gift tax exemption
  • Describe various retirement plan income options and their tax implications
  • Explain how clients can make the most of available public benefits for their retirement years, such as social security, Medicare, and Medicaid
  • Advise clients about using their home in their retirement planning strategies
  • Identify the impact of any new tax legislation on retirement planning

Audience: Tax practitioners.

Materials: To come...

Delivery Method: Group-Live

NASBA Program Level: Overview

Field of Study: Taxes (NASBA), Federal Tax (IRS)

Prerequisite(s): Several years experience in preparing tax returns and advising clients

Advanced Preparation: None

CPE Credit

Income Tax Aspects of Complex Farm Business Events
CPE credits Up to 8 based on attendance
Field of Study (NASBA) Taxes (8)
IRS Category Federal Tax (8)
CFP Taxation (8)
IL MCLE Taxation (6.5)
IL Insurance General (8)

Please see the CPE FAQ for more information.

The University of Illinois Tax School is a sponsor of CPE for a variety of professional designations such as CPAs, EAs, CFPs®, attorneys, and insurance, etc. Agencies that typically recognize the University of Illinois Tax School as a sponsor of continuing education are:

  • Certified Financial Planner Board of Standards
  • Illinois Department of Insurance
  • Illinois Department of Professional Regulation
  • Internal Revenue Service
  • Iowa Supreme Court Commission on Continuing Legal Education
  • Missouri Bar Association
  • MCLE Board of the Supreme Court of Illinois

NASBA Accredited Continuing Education Provider LogoUniversity of Illinois Tax School is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.


IRS-Approved Continuing Education Provider LogoThe Tax School has been approved as an IRS Continuing Education Provider. Tax preparers should always look for IRS approved providers when fulfilling their continuing education requirements.

Visit www.irs.gov/taxpros/ce for more information.


Participants are awarded credit based upon actual hours in attendance. Most accrediting groups recognize 1 hour of credit per 50 minutes of instruction. Some CLE groups recognize 1 hour of credit per 60 minutes of instruction.

Certificates of attendance are issued to participants after seminars conclude. In most cases, certificates are emailed after the conclusion of all seminars.

For EAs, Illinois Insurance professionals and CFPs®, the Tax School Office submits participant credit hours directly to the accrediting agencies.

An additional fee is required for processing CPE credits for IL insurance, CFP®, and IL MCLE.

See Frequently Asked Questions about CPE.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Last updated 8/4/2017 8:51:10 AM

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