WEBINAR: Retirement Tax Strategies

Clients often want our help in planning for retirement. This class will discuss ways to help your client prepare for retirement and what strategies can be used to minimize their tax liability throughout retirement. Beth Logan, EA is a lead Tax Advisor at Kozlog Tax Advisers. She is Past President of the Massachusetts Society of Enrolled Agents, member of the National Association of Enrolled Agents, a graduate of the NAEA Schuldiner/Smollan Leadership Academy (SSLA), and recipient of the 2023 NAEA Excellence in Education Award. Beth is the lead author of the national EA Journals’ BitCoin article, a tax instructor, and author of multiple books on taxes. If you don't receive a confirmation e-mail after you complete your registration, be sure to check your spam/junk folders.