Retirement and Tax Planning for Baby Boomers and Beyond
Paul La Monaca CPA, MST
May 6, 2026
Session 1
Registration: 7:30 AM
Session 1 Begins: 8:00 AM
Session 1 Concludes: 10:40 AM
Since 2011 about 10,000 Baby Boomers have been reaching age 65 every day. This course reviews tax provisions that Tax Professionals need to understand for purposes of planning for retirement, and strategizing the use of the invested funds during the retirement years.
The course reviews the different methods used for contributing to retirement plans, including:
- Social Security,
- Employer deferral plans,
- Employer matching programs,
- Employer Designated Roth Accounts,
- Individual IRAs,
- Roth IRAs,
- Annuities, and
- Other saving vehicles
The course discusses the importance of saving for retirement at the earliest age possible for the compounding of growth in retirement funds.
In addition, the course will discuss and stress the importance of understanding deferral on the investment in pension plans as well as possible exclusion from gross income at the time of distribution.
The course will also include some of the rules under the SECURE and SECURE 2.0 Act pertaining to inherited IRA’s and pension plans.
At the conclusion of this session, the Tax Professional will have a better understanding of planning for retirement from the day that the taxpayer starts their first job until the day of retirement and beyond.
The participant will also have learned the different methods used for contributing to pension plans, including Social Security, employer plans, employer matching programs, employer Designated Roth Accounts, individual IRA’s and Roth IRA’s, annuities and other savings investments.
Participants will also have a better understanding of the importance of deferral on the investment in pension plans as well as possible exclusion from gross income at the time of distribution.
In addition to the participant will have an updated understanding of the new rules under the SECURE and SECURE 2.0 Act pertaining to inherited IRA’s and pension plans.
Official Registry Statement:
The National Society of Tax Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CTEC Disclosure Statement:
The National Society of Tax Professionals has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual "continuing education" requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Event Administration Policies:
In Person Event/Course Refunds, Credits or Changes
- Refunds or future education credits are available if requested up to 7 days before the event begins.
- A $25 administrative fee will be charged for all course changes, including, refunds, cancellations and future education transfers.
- Future education credits expire one year from transfer.
- Refunds are no longer available once the Course Material PDF has been emailed.
Executive/Charter Member No Show Fees
- Executive and Charter members must provide at least seven (7) business days’ advance notice to cancel an in-person course. Failure to do so will result in a $150 no-show fee. Cancellation notice must be submitted by calling the NSTP office or emailing taxes@nstp.org; no other form of cancellation will be accepted.
Event/Course Registration
- Registrations must be received no later than 7 days prior to the beginning of the course. Registrations received after this date will be subject to a $35 late fee.
NSTP Cancels Event or Course
- NSTP reserves the right to cancel any program for circumstances that are not under direct control of NSTP. If a course or program is canceled, participants will be refunded 100% of their registration fee.
Walk-Ins
- We do not accept walk-in attendees. Payment must be received in advance of the class.
Guest Attendance Policy
- A course/event confirmation is required for entry into any NSTP program.
- Only paid registrants can attend seminars. In consideration of your fellow attendees, guests will need to depart before the session begins.
More Information
For more information regarding refund, cancellation, and complaint policies, please contact our offices at 1(800) 367-8130.
