Retirement Planning Tax Minimization Strategies

This webinar focuses on retirement planning, including descriptions of various types of retirement plans and evaluates a series of planning techniques for maximizing funds for retirement. The tax consequences of all types of retirement plans, from simple Individual Retirement Accounts (IRAs) to comprehensive corporate plans, will be covered. The focus then will shift to planning possibilities, such as rollovers to Roth IRAs, complying with Required Minimum Distribution rules, and choosing the best plans for small business.

Learning Objectives:
Upon completion of this course, you will be able to:

  • Explain how the various income thresholds result in lost tax benefits.
  • Identify and illustrate the Additional Medicare Tax and the tax on Net Investment Income
  • Discuss and illustrate how to “smooth" net self-employment income over time through the Sec. 179 election to expense deduction and the bonus depreciation deduction
  • Describe and illustrate the advantages/disadvantages of tax-deferred savings plans v. taxable plans
  • Discuss and illustrate post-retirement tax planning strategies, including the impact of distributions from tax-favored retirement plans on future Medicare insurance premium increases, how to plan for required minimum distributions from qualified plans and the tax benefits of a direct contribution to a qualified charity

IRS CE: 2 Hours/Federal Tax Law
NASBA CE: 2 Hours/Taxes

Presented by John O. Everett, CPA, Ph.D., and Cherie J. Hennig, CPA, Ph.D.

NSA ConnectED Webinar Series
Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: QAS Self-Study

No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

The National Society of Accountants 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.learningmarket.org.

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NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.

Order 4 or more webinars in one order save 20%! Click "Add More Webinars" and when you have at least 4 webinars in your cart, 20% will be taken off at the final step of checkout when you click "Next".

​Cherie J. Hennig, CPA Ph.D.

​Cherie J. Hennig, CPA, Ph.D.

Cherie J. Hennig, CPA, Ph.D., began her career as an IRS Revenue Agent in Denver, CO. She has taught undergraduate and graduate tax courses at Florida International University, Colorado State University, the University of South Florida, and Virginia Tech. She has published articles in leading tax journals, co-authored two tax texts and written and taught numerous continuing professional education courses. She is a co-author of NSA's 1040 101 course.

John O. Everett, CPA, Ph.D

John O. Everett, CPA, Ph.D

John O. Everett, CPA, Ph.D., is Professor Emeritus of Accounting at Virginia Commonwealth University in Richmond, VA. John's teaching specialty is federal taxation. He has authored or co-authored over 90 articles in academic and professional journals including the NSA EA Exam Review Course and 1040 101 Course, and is the coauthor of several textbooks, including CCH Practical Guide to Schedule M-3 Compliance, The HBJ Federal Tax Course, Income Tax Fundamentals, and Tax Planning With the Computer.