Special Tax Issues for Senior Citizen Clients   New

Every day, thousands of Americans reach retirement age and with that milestone comes a host of evolving tax challenges. In 2025, the landscape has shifted again thanks to new provisions in the One Big Beautiful Bill Act (OBBBA), including a major new deduction for seniors, expanded estate tax exemptions, and changes that could eliminate federal tax on most Social Security benefits.

This webinar equips tax professionals to confidently advise senior clients in light of these updates and other core retirement-related tax topics. We’ll cover current rules around RMDs, Roth strategies, Medicare-related tax impacts, home sales, and how to avoid common pitfalls as clients age into retirement. Whether you’re helping clients with cash flow planning or long-term care decisions, you’ll leave with actionable insights tailored to today’s tax environment. 

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC OR CFP CREDIT.

Who should attend: Tax professionals who work with senior clients or provide guidance on retirement-related tax planning. This course is also a strong fit for practitioners looking to stay current on tax changes and planning strategies affecting retirees in 2025 and beyond.