Course Details

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Course name:

Essential Retirement Tax Guide

Course number:

1026N

Number of questions:

Review: 75
Final: 75

Prerequisite:

None

Course level:

Basic

Recommended CPE credit:

15 CPE hours

Recommended study time:

15 hours

Course format:

Interactive self study

CPE credit calculated as 100% of total study time (i.e. using a 50-minute hour)

Reference text:

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Essential Retirement Tax Guide

by Twila Slesnick, EA and John Suttle, CPA/Attorney

Paperback: 410 pages

Publisher: Nolo

ISBN: 1413309127

First edition (December, 2008)

Course last updated/reviewed:

July 7, 2009

Subject classification:

Taxation

Learning objective:

This course reviews how changes that may occur when you retire can affect your taxes and deductions.

This text reviews the tax considerations of:

• doing volunteer work

• increased medical expenses

• buying a boat, RV or second home

• making charitable donations

• paying for a grandchild's education

• living off your investments

• selling or renting out a home

• starting a business and

• giving financial help to family members