Maximizing Social Security Benefits (Completed)

Date: Friday, May 20, 2022
Instructor: Greg White
Begin Time:  12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time
CPE Credit:  2 hours for CPAs

Join expert, Greg White, CPA, as he covers Social Security taxes and benefits. Social Security benefits are the largest source of income for many senior citizens. As demographics change and our clients grow older, this will become a more important part of professional tax practice (and also for ourselves).

Who Should Attend
New and experienced practitioners.

Topics Covered

  • Make sure your clients don't get shortchanged — computing the "sweet spot" for Social Security tax payments
  • Is the Social Security system insolvent?
  • Best age to claim Social Security benefits
  • Suspending current Social Security benefits in order to increase future benefits

Learning Objectives

  • Recognize how to determine the best age to claim Social Security benefits
  • Identify the relationship between paying more payroll taxes and receiving more Social Security benefits
  • Compute Social Security benefits
  • Recognize how to determine when clients should suspend benefits
  • Identify circumstances where a spouse can draw on your Social Security benefits.
  • Recognize how survivor benefits are calculated


Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites

Advance Preparation

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