Loading...

Maximizing Your Social Security Benefits

Online

# of CPE Credits

4

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.

Required Knowledge: Basic knowledge of retirement planning

Advanced Preparation: None

Who Should Attend: Practitioners who have clients contemplating receipt of Social Security

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

Credit Types

  • Taxes: 4

Event Speaker(s)

Michael Frost

Event Level:Basic
Event Code:WLS00525
Event Vendor:Surgent Accounting & Financial Education
Fields of Study:Taxes
Other fields:

    Registration Fees

    RegistrationTypePrice
    Surgent: Live Online (4 hours)Members$160.00
    Surgent: Live Online (4 hours)Non Members$320.00


    CPE Sponsors LogoThe 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.