Maximize Social Security and Minimize Taxes for Retirement

Date: Oct 26, 2023 9:00 a.m. – 12:35 p.m.

Location: Online

Member Price: $160

Non-Member Price: $200

Event Code: I074623

Areas of Law: Taxation

Earn up to 4 credits! (More Information)

Faculty

Keynote

Moderator

Presenters

Ash Ahluwalia
One Team Financial, Cranford
Greg Dillon
One Team Financial, Cranford
Jeffrey H. Schechter, Esq.
Cole Schotz P.C., Hackensack

This informative seminar will teach you the ins and outs of putting the most money possible into your clients’ pockets when doing Elder Law planning and retirement planning. Should your clients relocate to another state for tax purposes? How can they get the most of Social Security? Is retirement money really safe from taxes? Learn the answers to these questions (and many more), as a panel featuring some of New Jersey’s top experts share their best strategies with you.

Topics include:

  • Should I Stay or When Do I Go? Best Practices for Establishing Residency:
    • Best practices to establish Florida residency in the current enforcement climate
    • Understanding domicile versus statutory residency versus allocation of income
    • Planning for the state tax examination & discussion of recent cases and rulings
    • Common mistakes in retirement planning & understanding the retirement timeline
  • Strategies to Help Maximize Social Security Benefits:
    • Review of the “new rules” governing Social Security filing options
    • Identifying advanced filing strategies available to maximize Social Security benefits, including for married, divorced, widowed, couples with minor children, high-net-worth individuals and business owners
    • Minimizing the taxation of Social Security benefits
  • Is Your Retirement Safe from the Tax Man?
    • How and why the marginal tax system differs in your retirement years to your detriment
    • Will you really take money out of your IRA at a lower tax bracket than you put it in?
    • Understand how Capital Gains and Dividends impact your overall tax liability differently in retirement
    • The difference between deductions, exemptions and credits on your tax return
    • Know the 9 different pieces of the tax system
    • How IRA Required Minimum Distributions work and affect your tax liability
    • When Medicare premiums can increase as a result of your income

CLE Credits
NJ CLE:NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4 hours of total CLE credit (Full Credits Available: CPE Taxation: 4.0, NJ General: 4.0).
NY CLE (t&nt):NY Professional Practice Non-Transitional: 4.0
PA CLE:PA Substantive Credit: 3.0
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program.

Important Information About Our Events, Meetings, and More:
To secure your spot and receive important updates about our events, meetings, and other gatherings, such as schedule changes, remember to register in advance.

Cancellation and Refund Policy:
If you need to cancel your registration and are not transferring to another program or date, please submit a written request to us at least three business days before the event, meeting, or gathering. You will receive a refund minus a $20.00 cancellation fee. No refunds or registration changes will be issued within three business days of the event, meeting, or gathering.

Stay Informed:
Registered participants will be notified of any schedule changes. For updates regarding inclement weather, please check your email or visit NJSBA.com.

Media Consent:
By participating in our events, meetings, or other gatherings, you agree to be photographed and/or recorded. Additionally, all media content captured during these gatherings will become the property of NJSBA. This content, including your image and name, may be used in our future promotional materials without additional consent or compensation.

Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/

 

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