Search

Upcoming events

Follow Us

Menu
Log in
Forgot password


Contact Us

Call: + 1 (978) 535-9753

Email: office@maseaonline.org 

Log in

Retirement, Taxes, And Strategies

  • 20 Apr 2023
  • 5:00 PM - 7:00 PM
  • Zoom

Registration

  • For MaSEA Members in good standing.
  • For NAEA members only.
  • For those who are NOT a current MaSEA member or NAEA member.


Retirement, Taxes, And Strategies

With Beth Logan & Elizabeth Wilds

When: April 20, 5PM-7PM

Where:  Via Zoom

*Registration Is Now Closed*

After reviewing the taxing of Social Security and Railroad Retirement, we will look at strategies to reduce taxes throughout one’s retirement years. Moving to Florida or New Hampshire are not your only options. We’ll also look at two case studies. 

*Please Note, if you have signed up for the MaSEA CE Special, you will automatically be added to this event and receive a confirmation during the week of 04/01/2023. This course is non-refundable and will not be recorded. Please plan accordingly.*

*MaSEA members, please use the email address that was used to create your NAEA membership to ensure that you receive the membership discounted price.*

Agenda

5-5:25 PM Social Security

5:25-5:45 PM Railroad Retirement

5:45-5:50 PM Medicare

5:50-6:20 PM Strategies

6:20-6:40 PM Case Studies

6:40-7 PM Questions

About Our Speakers

Elizabeth Wilds

Elizabeth Wilds is a financial advisor with Ameriprise Financial serving clients in New Hampshire and Massachusetts. She has been an EA since 1999 and has worked as an estates and trust paralegal and a tax preparer. She has prepared taxes for individuals, non-profits and estates and trusts. She incorporates her past experience in financial plans and recommends subjects for her clients to discuss with their tax preparers in retirement and tax planning.

Beth Logan

Beth Logan has been an Enrolled Agent since 2013 with a tax practice and business consulting company. She teaches tax classes to lay persons and other tax professionals. She is a nationally published author on taxes, including Divorce and Taxes After Tax Reform. In the lulls between tax seasons, she helps small businesses grow and advises businesses and individuals on financial decisions that can impact their taxes. She has an MBA from the University of Maryland and two engineering degrees from Georgia Institute of Technology.
Powered by Wild Apricot Membership Software