Surgent’s Strategies for Maximizing Social Security Benefits
Description
As Americans live longer and increasingly move away from traditional pensions, Social Security has become the main source of retirement income for many clients. Meanwhile, concerns about solvency and a lack of understanding of key rules have led to confusion and sometimes misguided decisions. This program offers tax practitioners the knowledge they need to help clients make informed choices about Social Security and retirement income.
Objective
Evaluate client eligibility for various benefits Explain how deemed filing and dual entitlement impact benefit selections and amounts Analyze key factors that influence optimal claiming decisions Advise married clients regarding their options with respect to maximizing Social Security benefits for the couple and for a surviving spouse Assess how earned income and taxation may impact benefits and Medicare premiums Apply planning concepts to help clients make more informed and strategic decisions
Advanced Preparation
None
Required Knowledge
Basic knowledge of individual income taxation
Who Should Attend
Tax practitioners who anticipate advising clients on any aspect of the Social Security system, especially regarding when a client can or should initiate Social Security income benefits
Credit Types
- CPE – Taxes
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRS26026: Registration – Member | Mem | $105 |
| WRS26026: Registration – Non-Member | NM | $230 |
The North Carolina Association of Certified Public Accountants 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/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.