Mobile Edition


Strategies for Maximizing Social Security Benefits (SPMB) (SUSPMB02)

 
Date:Thursday, August 22, 2019
Time:1:00 PM - 3:00 PM
(Registration at 12:30PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Michael J. Tucker
Vendor:Surgent McCoy
Course Level:Intermediate
Early Bird Price:$89.00 FICPA Members, $119.00 Non-Members

Description:
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.

Objectives:
  • 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


Major Topics:
  • 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


Who Should Attend:
Tax practitioners who anticipate advising clients with respect to any aspect of the Social Security system, and particularly with respect to the time when a client can/should initiate Social Security benefits distributions

Prerequisite:
Basic knowledge of individual income taxation

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.