Home Taxation Essential Retirement Guide | $55 | 15 Hours | Book Course
Essential Retirement Guide | $55 | 15 Hours | Book Course | Print |


Essential Retirement Guide

$55 | 15 CPE hours | Essential Retirement Guide course

Fun CPE Course No. 1026N | View study guide / outline

Purchase text separately: Essential Retirement Guide

Format: Interactive self-study | 50-minute hour credit

Subject classification: Taxation

Exam questions: Review - 75 | Final - 75

Prerequisites: None

Advance preparation: None

Course level: Overview

Course last updated: July 7, 2009

Learning objectives: 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.
 

Free Continuing Professional Education course

Free continuing professional education coursesHave you taken our free one hour tax course yet? This gives you a chance to try our easy course system--and get free continuing education credit in the process.

Our free course is updated annually, so you can retake it each year.

When are tax courses updated?

We update our CPE courses as soon as the IRS publishes updated IRS publications. The IRS updates usually occur at the end of December or early the next year for the tax year just ended.

Why do tax law changes occur at the end of the year, rather than at the beginning?

  • During 2011, legislators will be changing tax laws for the current (2011) tax year.
  • Once the laws are finalized (often this occurs as late as December), the IRS begins releasing updated publications.

All courses considered current

All courses currently offered on our web site are considered current and are fully accepted for CPE credit.