Aging & Taxes: What Changes as We Age?
Tuesday, September 8, 2026 · 2:00 – 3:40 PM ET
You have one year from airing date to use this course as credit.
Continuing Education
CPE Program Knowledge Level: Overview
2 CPE Credit; NO prerequisites or advance preparation
CTEC Course #: 3022-CE-00182
IRS/RPO Approved Program
#7ZBUJ-T-00138-26-O (Online/Group) Live (Group-Internet Based)
#7ZBUJ-T-00138-26-S (QAS Self Study) Archive
Federal Tax Law (2 Hours)
Program Content
This online learning program, presented as a live webcast, will be also archived for QAS Self Study. The program will be available for viewing for 12 months after the live webcast. A panel of IRS and industry experts will present the content during a live, interactive discussion, where participant questions can be submitted. Questions will be answered live on the program or posted on the Resources page
The program, through a lively round-table discussion and real time interaction with the audience, looks at the tax issues that confront individuals as they age. The program will examine issues of concern to parents with “young adult” children who have yet to leave the nest. The panelists also will focus on tax issues that arise for seniors who may face declining earned income and an increasing reliance on savings and retirement plan drawdowns. Downsizing is another facet of aging individuals may face, so the panel also will explore tax issues arising from home sales and other means of financing the golden years.
By the end of the program, participants will have a practical understanding, through accurate, current, and effectively designed communications, of the major tax issues confronting taxpayers as they approach and enter their golden years.
Program Learning Objectives
- Identify the changes to the tax issues individuals face as they age when completing their annual income tax return.
- Identify the tax tools available to older individuals who still have their “young adult” children at home or still in the education system.
- Identify the principal tax issues facing individuals who are in the process of downsizing.
- Identify the tax consequences that flow from a drawdown of retirement savings.
Program Outline
The Children Are Growing Up
- Dependent status
- Inclusion of income on parents’ return
- Education credits
- Qualified tuition programs
- Education savings accounts
Approaching the Golden Years
- Increased standard deduction
- Credit for the elderly
- Tax on social security benefits
- ABLE accounts
- Medical expenses
- Cost of charitable volunteer activities
- Non-Qualified annuity income
Downsizing
- Reverse mortgage
- Tax-Free home sale
- Independent and assisted living
- Life insurance sale
- Viatical settlements
Living the Golden Years
- Employer plan distributions
- IRA withdrawals
- Retirement plan rollovers
- Retirement plan survivor benefits
- Other income sources
- Using trusts for asset protection
Panelists
Moderator
Alan Pinck, EA
A. Pinck & Associates
Alan Pinck is an Enrolled Agent with over 30 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual, small business tax preparation and audit representation. You have seen Alan presenting at NTPI events, CSEA Super Seminar, Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in audit, Alan has obtained tremendous insight of the audit process as well as knowledge on a wide variety of tax issues.
IRS Panelists
Coming soon...
Industry Panelists
Coming soon...
Content Consultant
David F. Windish, J.D., LL.M
Content Consultant
David F. Windish, J.D., LL.M. in taxation, is a tax attorney and consultant. He has served as an instructor of tax-advantaged investments at the New York Institute of Finance; an Instructor of business law at the U.S. Merchant Marine Academy, Kings Point, N.Y.; and an adjunct professor at George Mason University, Fairfax, Va. He has also served as executive editor for Tax Analysts; managing editor for Business Strategies, published by CCH; and senior editor for the Institute for Business Planning.
Mr. Windish is the author of Practical Guide to Real Estate Taxation, published by CCH and currently going into its sixth edition. Earlier works include Tax Advantaged Investments and Investor's Guide to Limited Partnerships, both published by the New York Institute of Finance. Through the Center for Video Education, he authored continuing education courses dealing with real estate and closely held corporations. Those courses included readings, case studies, and videotape segments.
Mr. Windish is a graduate of Rutgers University Law School and the New York University School of Law, Graduate Division. He has been heard as a guest speaker at professional meetings and seminars and on popular radio programs.