New York Society of Enrolled Agents (NYSSEA)
Gideon Putnam Resort and Spa
Register: https://nyssea.org/meetinginfo.php?id=15&ts=1719426038
CE: 2 hours
Speaker: Brad Messner, MBA, CBSA, EA
Description:
Retirement is probably one of the largest and most disruptive financial goals many taxpayers have during their lifetime; however, very few clients accurately account for the tax impact of this decision. From timing to personal strategies, we will review the impact of social security, retirement accounts, investments/real estate, shared responsibility payments, and income from employment or self-employment, designing a tax-management plan and conversation for our retiring clients.