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This session will cover the best 2021 retirement tax planning strategies, following a year that upended even the best-laid plans. The program will show CPAs how to react to the most recent tax changes, including the SECURE and CARES Act and more. Most clients will need to have their current retirement tax and estate plans revised based on the recent tax rule changes.
Learning Objectives:
Identify the retirement tax planning areas where advisors can add the most value and increase consulting income.
Recognize the latest tax and IRA distribution decisions from recent cases and rulings. These will apply to your clients who are relying on you for the right advice before making major decisions affecting their retirement savings.