Tax Planning for the Silver Tsunami 2.0
North County San Diego Chapter In-Person Meeting

Date:

Wednesday, November 13, 2024
6:00 to 8:30 PM

Location:

Cocina Del Charro
890 W. Valley Pkwy.
Escondido, CA 92025

Description:

This session will explore the key tax issues faced by those approaching retirement. The learning objectives are to provide ideas to help the practitioner have informed conversations with their clients on the topics of social security, medicare, real estate, retirement plans, Roth IRAs, and build back better.

Speaker:

Rodney J. Couts, EA
Rodney J. Couts, EA, is the President of Seaside Resources, Inc. in Carlsbad, CA. Rodney became admitted to practice before the IRS as an Enrolled Agent in 2004. Rodney specializes in small business, particularly S-corporations, and high net worth individuals. Rodney is a member of the Practice Forward Academy, CSTC, and CSEA. Rodney is a past President of CSTC and 2015 CSTC member of the year.

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02057-24-I
CTEC: 1000-CE-5521

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost if registered by November 12, 2024, at midnight
Registration Fee (Member): $40
Registration Fee (Non-Member): $70

Cost if registered after November 12, 2024, at midnight
Registration Fee (Member): $50
Registration Fee (Non-Member): $80

Cancellation and Refund Policy:
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.