Strategies for Maximizing Social Security Benefits

8:30 am–10:10 am ET

# of CPE Credits



As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and the alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual.


* Determine what options a given client has with respect to initiating Social Security payments * Identify other factors that could affect a claiming age decision * Advise divorced clients with respect to their ability to receive Social Security benefits from a former spouse * Advise married clients regarding their options with respect to maximizing Social Security benefits for the couple and for a surviving spouse


* When is a person eligible to take Social Security benefits * Factors to consider when selecting an option for taking Social Security benefits * Is there a best age to start taking Social Security benefits * How to maximize Social Security benefit payments for surviving spouses * How can a divorced spouse collect Social Security benefits based on the work record of a former spouse * How minor children can collect Social Security benefits based on the work record of an older parent

Who Should Attend

Tax practitioners who anticipate advising clients with respect to any aspect of the Social Security system and, particularly, with respect to the time when a client can/should initiate Social Security benefits distributions

Required Knowledge

Basic knowledge of individual income taxation

Advanced Prep


Event Speaker(s)

John Sherrick, CPA ( Surgent CPE, LLC, Bettendorf, IA ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.

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Share This Event

Event Vendor:Surgent CPE, LLC
Field of Study:Finance
Level: Intermediate

Event Type:Webcast
NASBA Instructional Method:Group Internet Based
Event Code:W0028222

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$85.00
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/.

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