Strategies for Maximizing Social Security Benefits Webinar

May 26
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

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-2020-01-WEBNR-147-01 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.