Maximizing Your Social Security Benefits
Friday, June 07, 2024
12:30PM - 4:00 PM (opens at 12:00PM) EST
4Credits
Technical Business
Registration is Open
Members
$169.00 Regular Price
Non-Members
$234.00 Regular Price
Course Type: CPE Seminars
Course Code: 24/SSR46WS
Level: Basic
Vendor: Surgent
Field of Study: Taxes
Overview:
The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.Objectives:
- 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 impacts other income tax planning
- Identify and describe the potential effects of retirement and estate planning strategies
Presenters:
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Arthur Auerbach
Arthur Auerbach Arthur Auerbach CPA CGMA is an independent tax consultant located in Atlanta, GA., specializing in tax consulting and estate and financial planning for individuals and closely held businesses. He is affiliated with the Asbury Law Firm as a consultant.He is a member of the Georgia, Virginia, New York and Greater Washington CPA societies. He is currently a member of the AICPA...
Read more about Arthur Auerbach here