Miscellaneous Social Security Issues and Biggest Social Security Mistakes
Author: Theodore Sarenski
| CPE Credit: |
1 hour for CPAs
1 hour Federal Tax Related for EAs and OTRPs
1 hour Federal Tax Law for CTEC |
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2027 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 card
Social Security is complicated. Help Yourself and Your Clients Avoid the Common Mistakes.
Publication Date: September 2024
Topics Covered
- The Windfall Eliminations Provision (WEP)
- The Government Penson Offset (GPO)
- The rules of Repay and Reapply
- Collaboration of Social Security with other countries
- Common mistakes many people make
- Common misconceptions people have about the Social Security system
Learning Objectives
- Recognize that the claiming of Social Security benefits can have lifetime implications
- Identify the rules to collecting Social Security benefits before FRA and continuing to work
- Identify situations where you can assist clients in Social Security laws
- Explain all aspects of Social Security
- Determine if Social Security is an area you want to practice in
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Taxes (1 hour)
Program Prerequisites
None
Advance Preparation
None
