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What sets us apart from the competition is the breadth and depth of our instructors’ knowledge. Click on any photo below for a brief bio.
2.0 CPE CREDITS
While it may seem that issues facing elderly taxpayers have few tax implications, there is much you can do to assist your aging clients. This self-study course prepares tax practitioners to guide clients through the maze of tax-related decisions associated with
This self-study course walks you through a series of steps to help you address questions your elderly clients may have around social security, as well as helps you understand what could result in a reduction of social security benefits. This course also spends time helping you understand specific implications of distributions from elderly taxpayers’ retirement plans, using Roth conversions as part of retirement planning, plus the tax-related issues that could emerge for clients interested in home renovations or in-home care providers in order to age-in-place.
Aging clients have many unique issues that you, their tax professional, can assist them with as long as you know what to look for and what the tax implications may be. This course helps prepare you for various tax issues impacting aging taxpayers.
Course published October 2023
This course involves completing a pretest, watching a video, answering quiz questions throughout, and successfully passing an exam with a score of 70% or better. The course includes a set of PDF materials that accompany the presentation.
CPE: This course offers 2.0 CPE credit and is approved by the IRS and NASBA for CPA credit in all states.
Cost: $50
Expiration: Per IRS guidelines, this course expires on 12/31/2026. Students must complete the course and pass the final exam by the expiration date or 1 year from the time of purchase, whichever comes first.
Access Instructions: Upon purchase, students receive a transaction receipt via email that contains instructions to complete the course, as well as a code that is required to earn credit for the course. Important note: the person purchasing this self-study course must be the same person taking the course and completing the exam. This course performs best utilizing a desktop or laptop computer, not a mobile device.
For questions regarding refunds, registration policies, and resolving concerns, please see our Policies and FAQ.
What sets us apart from the competition is the breadth and depth of our instructors’ knowledge. Click on any photo below for a brief bio.
Learning Objectives: By attending this session, participants will be able to:
CPE Credits (qualifies for IRS): 2.0. Final exam must be passed with a score of 70% or better.
Expiration: Per IRS guidelines, this course expires on 12/31/2026. Students must complete the course and pass the final exam by the expiration date or 1 year from the time of purchase, whichever comes first.
Delivery Method: QAS self-study (online self-study)
Program Level: Overview
Field of Study: Taxes
Prerequisite(s): Professional experience preparing federal tax returns.
Materials: Upon purchase, the transaction receipt that is provided via email will contain instructions to access the course materials.
Advance Preparation: None
Please see the CPE FAQ for more information.
With our self-study courses, you can earn CPE anytime, from any computer or internet-connected device.
