Online Course Catalog
Registration for Winter 2025 Classes is Happening Now.
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Income Tax Issues for Older Adults: Basics and Beyond
This presentation will be taught by a financial educator who holds the certified financial planner® designation but does not sell consumer financial products or services. The session will discuss current income tax laws, basic income tax concepts, tax issues of particular concern to older adults (e.g., standard deductions, required minimum distributions, Social Security taxation, IRMAA, and qualified charitable deductions), tax preparation methods, and income tax resources.
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By registering, I agree to INDEMNIFY AND HOLD HARMLESS Master the Possibilities, Inc., Sidney Colen & Associates, Ltd., On Top of the World Communities, Inc., Horticultural Arts & Park Institute, Inc., Bay Laurel Community Development District, and any of their agents, directors, officers, representatives, volunteers and employees from any and all loss, damage, injury, action or cause of action resulting from the classes, events, or trips and/or equipment owned or operated or permitted to be used or operated or is used or operated. This Release Waiver and Hold Harmless Agreement includes those classes, events, or trips inside or outside of Master the Possibilities, Inc. For the full waiver, visit https://www.masterthepossibilities.org/sites/default/files/PDF/WaiverofLiability.pdf .
If class is cancelled by the participant because of COVID positive results, there will still be a processing fee incurred by the participant.
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