Maximizing Social Security Benefits
Author: Greg White
| CPE Credit: |
2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC |
Join expert, Greg White, CPA and Registered Social Security Advisor, 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).
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2028 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN cardPublication Date: November 2025
Designed For
Tax professionals with an interest in maximizing their clients’ Social Security benefits (or their own benefits).
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
- Determine the best age to claim Social Security benefits
- Identify the relationship between paying more payroll taxes and receiving more Social Security benefits
- Explain how to compute Social Security benefits
- Determine when clients should suspend benefits
- Identify circumstances where a spouse can draw on your Social Security benefits
- Explain how survivor benefits are calculated
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None
