CE/CPE Course Information

Hot Spots for Retirees: Retired Individuals (2020)

CPE Credits: 1
Subject Area: Taxation
Field of Study: Taxes
Program Level: Intermediate
Lesson Version: 2020
Publication/Revision Date: June 22, 2020
Prerequisites/Advanced Preparation: Experience preparing tax returns

After completing this course, you will be able to
  • Classify the tax treatment for various forms of income received in retirement
  • Identify common itemized deductions for retirees
  • Identify the consequences of state income taxes, withholding requirements, and the death of a spouse on retirees
Course Topics
  1. Retirement Income
  2. Other Income Sources
  3. Itemized Deductions
  4. Additional Considerations

This self-study course consists of an Audiovisual presentation or a 5-question True/False Introductory quiz, a Knowledge Transfer Outline with multiple-choice questions for study and review, and a Qualified Assessment of 5 questions.

This course is designed for your convenience. You may log out at any time during the course; your current position and all work will be saved. The next time you log in, you can resume right where you logged off.

State Board and other CPE agency registrations can be viewed on our sponsor approvals page.

For more information regarding administrative policies such as complaints and refunds, please contact our CPE Department at (800) 874-5346 ext. CPE (273).