This Masterclass is NOT included with a 2026 PASS.
A $100 discount code was emailed to 2026 PASS holders and must be used at the time of purchase: NO EXCEPTIONS. Email [email protected] if you need your discount code.
Masterclass: Tax Planning for Seniors and Retirees (6 CPE/CE*)
This Masterclass teaches tax professionals practical strategies to reduce tax liability for senior and retired clients. Participants will explore Income-Related Monthly Adjustment Amount (IRMAA) optimization, tax-efficient charitable giving, and recent OBBBA senior deductions. The course examines the mechanics of Health Savings Accounts (HSAs) for retirees, including deductible medical expenses such as long-term care insurance premiums and nursing care. Required Minimum Distribution (RMD) and Roth conversion planning round out multi-year strategies. Beyond mechanics, attendees will gain a structured engagement process for senior tax planning, from discovery to implementation. Case studies illustrate real-world application; emphasis on federal tax content and immediately deployable frameworks.
Session I - August 11, 2026 2:00-3:40pm ET + optional Q&A (2 CPE/CE hours)
Session II - August 13, 2026 2:00-3:40pm ET + optional Q&A (2 CPE/CE hours)
(Problem Sets Provided)
Session III - August 27, 2026 2:00-3:40pm ET + optional Q&A (2 CPE/CE hours)
(Interactive Discussion: Solutions to Problem Sets)
Learning Objectives:
Analyze income and healthcare tax issues unique to senior clients.
Evaluate tax reduction strategies across charitable giving, retirement account distributions, and medical expenses.
Apply multi-year tax planning concepts to senior retirement scenarios.
Determine tax-efficient withdrawal sequencing strategies to minimize federal tax liability across income sources.
*CPE/CE is reported after the conclusion of the entire masterclass. Continuing education credit can only be earned by attending the live sessions as scheduled and answering the required poll questions that measure your attendance. Each attendee will receive REPLAY access but will not have the ability to earn continuing education credit from an on demand class that may result from the live masterclass.
Waitlist: Once capacity is reached, a waitlist will be implemented. If space becomes available, you will be notified by email and may purchase the masterclass by noon ET the next business day. If the purchase is not completed by that time, the opportunity will be extended to the next person on the waitlist.
Education Information
IRS Program Number: NMVBP-T-00344-26-O
Credit hours: 6 CPE (NASBA); 6 CE (IRS)
Prerequisite: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based (NASBA); Online Webinar (IRS)
Field of Study: Taxes (NASBA); Federal Tax Topics/Federal Tax Related Matters (IRS)
Instructor: Thomas Gorczynski, EA, CTP, USTCP Click here to learn more about this instructor.
Masterclass refund policy: Refunds for the series must be requested by 12:00 PM ET on 8/4/26 and are subject to a $50 administrative fee. Click here for more information about our education, refund, and complaint policies.
