Strategies for Maximizing Social Security Benefits Webinar

Aug 22
1:00 - 3:00 p.m.

Online

2-Tax
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 alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual.
Highlights

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

Registration

PICPA Member: $89
Nonmember: $114

More Information

Course No. SPMB-2019-01-WEBNR-234-01 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.