Enhancing Retirement Through a REVERSE MORTGAGE WebCast - 1 Hour CPE

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The Tax Cuts and Job Act of 2017 has an immense impact on mortgage deductibility. These changes have elevated reverse mortgages as an important strategic tax planning tool for accessing home equity, IRA Roth conversion, and much more.

In this webinar, David Gittelson from Finance of America covers the basics, highlights some case studies, and shows tax professionals various ways to use Reverse Mortgages when serving this client base.

Learning Objectives: By taking this 1-hour webinar, students will learn how a reverse mortgage works, how it can be used in strategic tax planning, how to review actual case studies of possible outcomes, and why reverse mortgages might be a good tax and state planning tool for some clients.

Accreditation: CTEC, IRS, Enrolled Agents, NASBA-QAS CPAs

Field of Study: Federal Law

Publication Date: 5/26/2022

Instructional Delivery Method: Group Internet-Based

Level: Intermediate

Prerequisites: None

Advanced Preparation: No Advanced Preparation Required

Speaker: David Gittelson

About the Author:

David Gittelson
Sr. Equity & Debt Retirement Strategist

One of the industry’s top Mortgage specialists supporting Tax and Financial Professionals and their clients for over 20 years.

Emphasis on Retirement Strategies. Each transaction is tailored to the clients' specific requirements from the perspective of a mortgage planner with the client’s short- and long-term objectives.

Team Gittelson will help ensure you and your clients are well informed to make the best decision based on your specific needs and deliver an efficient process to exceed industry closing times.

Core Values

  • Integrity
  • Courtesy
  • Maintaining Promises
  • Effective

Webinar Material: A copy of the PDF is available for download under the Additional References tab.

Refund Policy: Your complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101.

Certified Public Accountants: CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

ClientWhys, Inc. (aka CountingWorks, Inc.) is an approved provider for IRS, NASBA QAS, and CTEC providing continuing education for CPAs, EAs, IRS, CRTPs.

Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101.