Checkpoint Learning

    Gear Up

    Course Detail

    Retirement and Partnership Essentials - 2025  

    CATEGORY: Taxation
    COURSE ID: VTAG25, VERSION 1.00
     Seminar
    6 CPE Credits
    Level: Basic
    The Gear Up Retirement and Partnership Essentials seminar is part of our Royal Flush Conference.

    The Royal Flush Conference returns to Las Vegas in 2025. Gear Up brings the community together in-person with award-winning speakers to deliver the conference experience professionals have enjoyed for over 50 years. For details click here.

    This essential course for income tax professionals provides a comprehensive overview of key retirement and partnership tax topics. We’ll explore Social Security planning strategies, IRA and retirement plan considerations, and recent updates under the SECURE 2.0 Act that may impact your clients. In addition, we'll cover foundational partnership tax concepts to help you better navigate common scenarios and compliance challenges. Whether you're brushing up or building new expertise, this course delivers practical insights to enhance your tax planning services.

    Qualifies for IRS, and CTEC credit.


    The Gear Up transfer and cancellation policy affords you the flexibility to confidently pursue the education you need. Click here for policy details.

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