Strategies for Maximizing Social Security Benefits Webinar

May 25
1:00 - 3:00 p.m.

Online

2-Tax
CPE Credits

  • Determine what options a given client has with respect to initiating Social Security payments
  • Advise divorced clients with respect to their ability to receive Social Security benefits from a former spouse
  • Advise married clients their options with respect to maximizing Social Security benefits for the couple and for a surviving spouse

Highlights
  • When is a person eligible to take Social Security benefits?
  • Selecting the most advantageous option for taking Social Security benefits
  • Is there a best age to start taking Social Security benefits?
  • How to maximize Social Security benefit payments to 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

Registration

PICPA Member: $89
Nonmember: $114

More Information

Course No. SPMB-2018-01-WEBNR-145-01

Level: Intermediate

Prerequisites: Basic knowledge of individual income taxation

Notes

This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Speaker(s)

Michael Tucker

Surgent McCoy CPE LLC