Mobile Edition


Social Security 202: Advanced Client Strategies Update (ACSSAC09)

 
Date:Tuesday, February 13, 2018
Time:1:00 PM - 2:00 PM
(Registration at 12:30PM)
Facility:Webcast or Webinar, Online
CPE Credit:1.0 Technical Business
Instructor: Andy Landis
Vendor:ACPEN
Course Level:Advanced
Early Bird Price:$39.00 FICPA Members, $59.00 Non-Members

Description:

 

Take your Social Security knowledge to the next level.  Get a quick review of Social Security basics (worker, spouse, former spouse, and child benefits).  Understand the two vital strategies to maximize client payouts: File and Suspend, and Spousal-Only Restricted Claim.  Learn the impact of the Bipartisan Budget Act of 2015 on client strategies.  See sample payout comparisons for various strategies.  Discover new ways to immediately apply strategies in various client scenarios.  Browse software choices to polish client presentations.  All with the expertise and fun style of Andy Landis.



Objectives:

  • Review of Social Security basics

    a.    Worker, spouse, former spouse, and child benefits

  •  Maximizing strategy #1:  File and suspend

    a.    File and Suspend uses and procedure

    b.    Example chart

    c.    Example payment comparison

    d.    Accessing the “contingency fund” (retroactive payment of suspended benefits)

    e.    Changes in the 2016 budget agreement

    f.    SSA citations for more information

  •     Maximizing strategy #2:  Spousal-Only Claim (restricted application)

    a.    Spousal-only uses and procedure

    b.    Example chart

    c.    Example payment comparison

    d.    Changes in the 2016 budget agreement

    e.    SSA citations for more information

    4.    Social Security software resources

    a.    List of software products from different firms

    b.    Screenshots and contact information

  •     Closing, Q&A



    Major Topics:

  •  Explore two vital strategies to maximize client payouts: File and Suspend, and Spousal-Only Restricted Claim

  •  Learn the impact of the Bipartisan Budget Act of 2015 on client strategies

  •  See sample payout comparisons for various strategies

  •  Discover new ways to immediately apply strategies in various client scenarios

  •  Browse software choices to polish client presentations

  •  All with the expertise and fun style of Andy Landis



    Who Should Attend:
    All CPAs

    Prerequisite:
    None

    Advanced Preparation:
    None

    Session/Options

    If listed below, select the appropriate sessions or options to continue with your purchase.

    Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.