[October 20, 2016]

Tax Talk Today Features IRS and Tax Pros Presenting, "Ready, Set, Retire! Helping Your Aging and Elderly Clients"

Tax Talk Today®, an online series of webcasts educating tax professionals on current and critical tax issues, announced the topic for its October program, Ready, Set, Retire! Helping Your Aging and Elderly Clients. The Live webcast is scheduled for Tuesday, October 25, at 2 PM ET.

Kerry Hawkins, IRS Supervisory Attorney, Estate Tax, Small Business-Self-Employed, Eric Slack, IRS Senior Tax Law Specialist, Tax Exempt and Government Entities, Jeff Augenstein, EA, NTPI Fellow, An Owner of Northern Arizona Financial Services, and Melissa Longmuir, EA, MBA, President of Centinel Tax Consulting, Inc., will examine the various vehicles for retirement savings, including qualified plans, IRAs, and other, traditional savings vehicles. Panelists then will turn to what happens after retirement and how to protect assets in the most tax-wise fashion. Complete program description.

The broadcast will be Archived for 12 months for viewers who are unable to watch the Live program, or wish to complte a QAS Self Study CPE program. Viewers can earn 2 CPEs for completing this program, and may email questions before and during the Live program.

Specific topics that will be discussed:

Part I - Setting Aside for the Future

• Individual Retirement Accounts
  • Traditional, Roth IRAs
  • Rollovers
  • Conversions
• Self-Employed Plans
• Employer Plans
  • Types of qualified plans
  • Contributions
  • Pre-retirement distributions
  • Rollovers
  • Plan Terminations
  • Non-qualified plans
  • Stock plans and options
• Other Saving and Investment Options
  • Insurance/Annuities
  • Trusts
  • Savings Bonds
  • Hard assets

Part II - Drawing Down for the Present

• Social Security
  • Benefits available
  • Taxation of/Reduction in benefits
• Retirement Savings
  • Annuity payments
  • Savings bonds
  • Life Insurance
  • Reverse mortgage
• Asset and Lifestyle Protection
  • Long-term Care insurance
  • Medicare /supplemental payments
  • Asset protection/Family/Residence/Business trusts

Viewers needing Continuing Professional Education credit (CPE Credit) can take advantage of a Tax Talk Today subscription price of $270.00 or $18.00/credit for 15 CPE credits, which includes all 8 programs. Up to 21 CPE credits can be purchased. Tax Talk Today is an IRS Approved Continuing Education Provider.

About Tax Talk Today, The Tax Show for the Tax Pro

An 8-program, 15 CPE, webcast series, designed to educate tax professionals with reliable information about complex tax issues. Tax Talk Today features roundtable discussions and real-time interaction with industry professionals, and IRS officials. Tax Talk Today collaborates with the IRS and the NAEA to provide content meeting CPE Credit requirements for CPAs, Enrolled Agents, Voluntary OTRPs, attorneys, and all professionals needing CPE credits in the tax area. Programs are available Live, Archived or Podcast. Contact Paul Lamonia at 202-559-9330 or [email protected] or visit www.TaxTalkToday.com.

View source version on businesswire.com: http://www.businesswire.com/news/home/20161020005174/en/

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