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Second Year Counselors and Other Interested RC's Advanced Training
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JANUARY 15, 2026 at WEBSTER PRESBYTERIAN CHURCH (WPC)
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Begin TimeTopicReference Material InstructorMin.
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Thursday - January 15, 2026
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9:00 AMa) Education OptimizationPub 970. Bogart: Educ Bene CalcRonnie 30
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b) Identity Theft4491 Chap Chap 3 4012: P-5Spencer30
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c) Married Filing Separate4491: Chap 4. 4012: B-13Ronnie30
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Break15
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10:45 AMd. Retirement Income QCD, RMD, PSO4491: Chap 11 4012: D D57Spencer30
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e) Sale of Vacation/Second home 4012: D-51 Bogart: Home SaleMary Ann30
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f) Income - Sch K-1, Royalties, Land Rents4491: Chap 12. 4012: D-(71-75), 80Lynne30
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12:15 PMLunch45
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1:00 PMg) Itemized Deductions4491: Chap 19Ronnie30
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h) Payment Options and
Installment Agreement Form 9465		4491: Chap 30 4012: K-26Spencer30
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i) Amended and Prior Year Tax returns4491: Chap 33 4012: M-(3-8)Susan30
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Break15
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2:45 PMj) How to Perform Quality Reviews4012: K-(15-17)Mary Ann30
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k) Using the AARP PortalThe AARP PortalSusan30
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3:45 PMEnd of Class
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