Advising Clients of Social Security Benefits Webinar

Dec 6
9:30 - 5:00 p.m.

Online

8-Other
CPE Credits

Recognize opportunities to increase Social Security benefits
Use information in the annual statement
Calculate taxable benefits and delayed retirement credits
Advise clients regarding the earnings test
Advise retiring clients concerning benefits
Calculate and explain the effect of work for earnings not covered by Social Security (WEP & GPO)
Anticipate and create opportunities to maximize benefits
Advise clients when to file for Medicare
Represent clients in Social Security matters

Highlights

Developing issues regarding Social Security
Retirement versus disability
Annual statement
Benefits calculation
Taking benefits early versus later
Taxation of benefits
Strategies for single individuals, survivors, and couples
Spousal and survivors benefits
Medicare benefits
Windfall Elimination Provision and Government Pension Offset

Registration

PICPA Member: $245
Nonmember: $345

More Information

Course No. 4181453D Level: Basic

Prerequisites:

None.

Notes

This webinar is hosted by PICPA's partner, The California Society of CPAs. After registering, you will receive an email from the California Society with the log-in information.