Retirement and Partnership Essentials - 2025 (Live Online Seminar) | Taxation

Retirement and Partnership Essentials - 2025 (Live Online Seminar) New

CATEGORY: Taxation

COURSE ID: VTAGV25, VERSION 1.00

Live Online Seminar

6 CPE Credits

This essential course for income tax professionals provides a comprehensive overview of key retirement and partnership tax topics. We’ll explore Social Security planning strategies, IRA and retirement plan considerations, and recent updates under the SECURE 2.0 Act that may impact your clients. In addition, we'll cover foundational partnership tax concepts to help you better navigate common scenarios and compliance challenges. Whether you're brushing up or building new expertise, this course delivers practical insights to enhance your tax planning services.

Qualifies for IRS and CTEC credit.

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IMPORTANT ATTENDANCE INFORMATION

A link to access the Live Online Seminar will be emailed to registrants one week before the seminar, the day before, and again the morning of the seminar. You must have the login link from this email to attend the seminar. Please verify that your CPEdge account includes the email address where you want to receive the login instructions. The email will be sent from LiveTraining-CPEdge@CeriFi.com.

PrerequisitesNone

Advanced Preparation None

System Requirements

You must log in using a laptop or PC rather than a tablet or phone.

For best results, please restart your computer before logging into the webcasting platform. Use Google Chrome, MS Edge, or Firefox browsers. Please ensure your pop-up blocker is turned off. If you experience connectivity issues, try the following: use a stable internet connection; refresh the page (F5); close any unnecessary tabs or applications; clear your browser cache; avoid shared routers or hotspots; disconnect from VPN.

To receive CE credit, you must be present for the entire seminar. We will verify your attendance by displaying four attendance verification prompts for every 50 minutes of instruction. You must respond to at least 75% of these prompts to qualify for CE credit. Each prompt will remain on your screen for one minute, with an audible cue to alert you when it appears. Click the green checkmark to confirm your attendance.

If you need assistance please contact Technical Support at 844-245-5970.

Retirement and Partnership Essentials - 2025 (Live Online Seminar) New

Accreditation Information

Learning objectives

Course outline

Requirements