Compass Tax Educators

This course is offered Direct-to-On-Demand and is NOT included with a PASS.

2026 PASS holders can save $25 with coupon code emailed on 9/30. 

This course teaches tax professionals practical strategies to reduce tax liability for senior and retired clients by exploring 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 gain a structured engagement process for senior tax planning, from discovery to implementation.

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 examples.
• Determine tax-efficient withdrawal sequencing strategies to minimize federal tax liability across income sources.

Education Information
IRS Program Number: NMVBP-T-00345-26-S
Credit hours: 4 NASBA CPE / 4 IRS CE
Prerequisite: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: QAS^TM  Self Study (NASBA); On-Demand (IRS)
Field of Study: Taxes (NASBA); Federal Tax Topics/Federal Tax Related Matters (IRS)

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Course expires one year after purchase.

Instructor: Thomas Gorczynski, EA, CTP, USTCP Learn more about our instructors here.

All continuing education is provided by Gregory & Associates, Inc doing business as Compass Tax Educators. Click here for more information regarding our refund, education and complaint policies.