Description
The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate-planning objectives. This course provides tax and financial-planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement-planning issues.
Objective
* Identify who is entitled to retirement benefits and in what amounts * Summarize the factors one must consider in determining when to take benefits * Discuss the taxation of Social Security benefits and how this impacts other income tax planning * Identify and describe the potential effects of retirement and estate-planning strategies
Advanced Preparation
None
Required Knowledge
Basic knowledge of retirement planning
Who Should Attend
Practitioners who have clients contemplating receipt of Social Security
Credit Types
- CPE – Taxes
Event Speaker(s)
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WLS02926: Registration – Member | Mem | $165 |
| WLS02926: Registration – Non-Member | NM | $325 |
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.