Join expert Theodore Sarenski, CPA/PFS, CFP, AEP, as he walks through who qualifies for Social Security disability, how much they and other family members can receive, and how they can get back to work and not lose Social Security Disability benefits.
Publication Date: May 2019
Designed For
Any professional who is advising individual clients should attend this session as well as all of the series of the Social Security sessions to properly advise your clients on Social Security, the backbone of each person’s retirement.
Topics Covered
- Disability Statistics
- How to Apply for Social Security Disability
- What to do if Denied
- Work Required to Qualify
- Total Disability Benefits
- Compassionate Allowances
- How Much Will a Disabled Person Receive?
- Who Else Can Receive Benefits of the Disabled Worker?
- Can Benefits be Reduced or Changed?
- Continuing Disability Review
- Triggered Reviews
- Trial Work Period
- Children with Disabilities
- SSI
- Eligibility for SSI Benefits
Learning Objectives
- Describe disability planning with individual clients and determine what private or group disability policies are necessary to supplement Social Security disability
- Identify how to advise clients on what other family members qualify for benefits beyond the disabled person
- Recognize how to assist clients in applying for Social Security disability
- Differentiate correct disability statistics
- Identify which circumstances in isolation would result in the denial of benefits, when applying for Social Security Disability
- Recognize what is included within SSDI reductions
- Identify what is excluded from the six major categories of disability
- Describe the percentage of disabilities are caused by illness rather than accidents
- Identify how many months are applied to the waiting period, a disability is expected to last at least one year or result in claimant's death
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Specialized Knowledge and Applications (1 hour)
Program Prerequisites
None
Advance Preparation
None
Instructor
Theodore Sarenski
Ted, CPA/PFS, CFP, AEP, is recognized locally and nationally as an expert providing financial planning advice. He currently appears on WSTM-3, Syracuse’s NBC affiliate, taking viewers’ calls and offering planning concepts to viewers. Ted appeared on the PBS affiliate in Syracuse as a permanent guest host of the program “Financial Fitness” which aired live for one-half hour every Thursday at 8 PM EST.
Ted received the 2013 Distinguished Service Award by the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division for contributions to further financial planning within the CPA community, industry-related publications and speaking engagements across the country. He received the Sidney Kess Award for Excellence in Continuing Education from the American Institute of Certified Public Accountants (AICPA) at the ENGAGE conference in June 2018.
Ted has presented to regional Estate Planning Councils from Seattle to Syracuse on financial planning topics and Social Security. He has been interviewed by hundreds of radio stations across the U.S. on tax and financial planning topics since 2005. Ted also speaks on financial planning topics at major professional national conferences for organizations such as the American Institute of Certified Public Accountants and the Financial Planning Association, and for private groups.
Ted authored articles on financial planning that have appeared in The Journal of Accountancy, The CPA Journal, The Journal of Taxation and the AICPA Wealth Management Insider. He authored a CPAs Guide to Social Security for the American Institute of CPAs in 2011, and is responsible for its update annually. He has been interviewed and quoted in many publications including: USA Today, The Wall Street Journal, Consumer Reports, The Christian Science Monitor, Investment News, Kiplinger Personal Finance Report, Financial Planning Magazine (cover photo February 2013), Accounting Today and The Practical Accountant.