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Details Of: 318J: Financial, Estate, and Tax Planning for Individuals Over 55
Date: 11/12/2009 (8:30 AM - 4:15 PM)
Calendar: NCACPA Calendar (Seminars)
Summary: Taxation
Description: Older clients desperately need your help with problems they don’t even know they have. This program prepares you to advise about qualified plan and IRA distributions, use of trusts, Social Security, Medicare, Medicaid, and taxation of pension distributions, working with the changes to estate taxes and dealing with trusts.
Contact:NCACPA Member Service Center (800) 469-1352
Link:Click here to register for this event.
Location:NCACPA Education Center
3100 Gateway Centre Blvd
Morrisville, NC 27560-9241
(919) 469-1040
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