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Webcast: Advising Clients of Social Security Benefits (CASSB16)
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Are you prepared for your baby boomer client questions regarding Social Security? Understand the factors clients must consider when deciding to begin their benefits and learn the basics about Social Security, including advanced planning strategies, to help your clients make a plan and maximize their Social Security benefits. You'll come away with knowledge that will increase your value to your clients and help you be proactive in helping them make this important decision.

1/27/2016
When: 01/27/2016
8:30 AM until 4:00 PM
Where: Webcast
Louisiana
United States
Presenter: Jim Blair


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Registration Fees
Members $275
Non-Members $375

CPE: 8 hours
Level: Basic
Vendor: CalCPA
Category: Administrative Practice
Prerequisites: None
Advanced prep: None

Who should attend: CPAs in public practice or industry who advise clients about retirement.

Are you prepared for your baby boomer client questions regarding Social Security? Understand the factors clients must consider when deciding to begin their benefits and learn the basics about Social Security, including advanced planning strategies, to help your clients make a plan and maximize their Social Security benefits. You'll come away with knowledge that will increase your value to your clients and help you be proactive in helping them make this important decision.

Objectives

  • Recognize opportunities to increase Social Security benefits.

  • Identiy how to use information in the annual statement.

  • Calculate taxable benefits; delayed retirement credits; and the effect of work for earnings not covered by Social Security (WEP & GPO).

  • Determine how to advise clients regarding the earnings test and when to file for Medicare, and retiring clients concerning benefits.

  • Determine opportunities to maximize benefits.

  • Identify ways to represent clients in Social Security matters.

 



Major Topics
  • Social Security issues

  • Retirement vs. disability

  • Annual statement

  • Benefits calculation

  • Full retirement age

  • Taking benefits early vs. later

  • Taxation of benefits

  • Strategies for single individuals, survivors and couples

  • Spousal & survivors benefits

  • Medicare benefits

  • Windfall Elimination Provision (WEP) and Government Pension Offset (GPO)



 

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