Webcast: Strategies for Maximizing Social Security Benefits (XSSPMB217)
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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.

 Export to Your Calendar 8/22/2017
When: 08/22/2017
12:00 PM until 2:00 PM
Where: Webcast
SURGENT
SPMB-2017-01-WEBNR-234-44
United States
Presenter: Mike Tucker, Ph.D., LL.M., J.D., CPA


Online registration is available until: 8/20/2017
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Acronym XSSPMB217
CPE 2 hours
Vendor Surgent
Category
Taxation
Level Intermediate
Prerequisite Basic knowledge of individual income taxation
Adv Prep None
Yellow Book? No
Designed for 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 initiative Social Security benefits distributional
Registration
Member $89
CPA Non-Member $114

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course 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

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