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Tax Issues Facing Aging Clients


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

  • Social security,
  • Medicare,
  • Distributions from retirement accounts and Roth conversions,
  • Making qualified charitable distributions, and
  • Aging-in-place

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

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