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 affects other income tax planning. Highlights
Retirement benefits
Spousal benefits
Advantages and disadvantages of Social Security at ages 62, 66, and 70
Considerations for retirement age employees
Social Security and higher-balance IRA distributions later
Registration
PICPA Member: $145 Nonmember: $195
More Information
Course No.
721700
Level:
Basic
Prerequisites:
None
Notes
This is a four-credit seminar.
Speaker(s)
Dennis Riley
Cutting Edge CPA
Dennis Riley, CPA, MBA
Dennis Riley has more than 25 years of experience in accounting, consulting,
tax preparation, and government representation. He specializes in the tax and
business needs of individuals, families, and entrepreneurial small businesses.
The Vision Project identified him as an early adopter of new technology and new
integrations of accounting and consulting information. He is a frequent lecturer
on topics related to taxation and closely-held businesses.
Riley’s experience includes a range of services including negotiations with
federal and state government tax authorities, offers in compromise, closing
agreements, strategic business plans, litigation support, record reconstruction,
business formation and dissolution, problem solving, and tax preparation. He has
resolved multiple-year filing issues, organization issues, and business
transition problems.