Self Study

This self-study course is a Premium course. When moving IRS and employee plan accounts, the goal is usually to retain tax-deferred status. But one wrong move, one simple mistake, can produce the opposite result—immediate taxability!

This self-study course is a Premium course.

This self-study course is a Premium course.

This self-study course is a Premium course. Getting to Know Medicare. Learning Objectives: List the Six Steps of Medicare
- Identify three important Medicare enrollment periods, Name the three essential parts of Medicare, Summarize the Medicare paths (Original Medicare and Medicare Advantage), Define guaranteed issue right

This self-study course is a Premium course. Getting to Know Medicare. Learning Objectives: List the Six Steps of Medicare
- Identify three important Medicare enrollment periods, Name the three essential parts of Medicare, Summarize the Medicare paths (Original Medicare and Medicare Advantage), Define guaranteed issue right

This self-study course is a Premium course. Preparing for Medicare. Learning Objectives: Name three Medicare myths that can lead to costly Medicare mistakes, Explain two strategies that can help clients deal with Medicare costs, Identify three Medicare preparation tasks to complete before age 65, Describe the role of a my Social Security account in Medicare

This self-study course is a Premium course. Enrolling in Medicare. Learning Objectives: Name three tips for comparing Medicare plans, Explain how to use the Medicare Plan Finder to assist clients with plan selection, Describe two tips for enrolling online in Medicare, Identify two forms for Medicare enrollment after age 65

This self-study course is a Premium course. Enrolling in Medicare. Learning Objectives: Name three tips for comparing Medicare plans, Explain how to use the Medicare Plan Finder to assist clients with plan selection, Describe two tips for enrolling online in Medicare, Identify two forms for Medicare enrollment after age 65

In this webinar, which featured tax attorney Joe Endres, we addressed applying residency tax rules to commuters, occasional visitors, and full-time residents of the various states. Joe also identified the practices most states use to determine if a taxpayer has "truly" changed their residence.