We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax-saving strategies. This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax economics that will permit the tax professional to locate, analyze, and solve the financial aspects of retirement. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the account ant into the world of retirement planning. This course will give the participant practice in analyzing problems, developing solutions, and presenting final per sonal retirement plans to clients. The emphasis is on practical simplicity in dealing with the self-employed and highly compensated individual. Retirement in come needs are calculated; net after-tax Social Security benefits are determined, and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and business on retirement. Buy-sell agreements are discussed, and eldercare planning is examined.
The Ultimate Guide to Retirement Planning 2026 CPE course is a comprehensive self-study program designed to help Certified Public Accountants strengthen their knowledge and skills in professional development. This 32-credit course provides practical insights and real-world applications that CPAs can immediately apply in their professional roles.
Throughout this course, participants will gain a deeper understanding of key concepts, best practices, and emerging trends related to professional development. The course is ideal for CPAs working in public accounting, corporate accounting, government, or consulting who want to enhance their expertise while fulfilling their continuing education requirements.
ACCPE’s flexible self-study format allows you to complete the course at your own pace, making it perfect for busy professionals. Upon successful completion of the exam, you will receive your certificate instantly, allowing you to quickly report your credits and stay compliant with licensing requirements.
Enroll in The Ultimate Guide to Retirement Planning 2026 course today and take advantage of ACCPE’s affordable, convenient, and high-quality continuing education designed specifically for CPAs.
