Social Security Benefits & Claiming of Benefits
Author: Theodore Sarenski
| CPE Credit: |
2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours 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 the cornerstone of everyone’s Retirement Income – What You Need to Know
Publication Date: August 2024
Topics Covered
- A review of the Social Security Trustees recent report and current legislation proposals
- A look at the Social Security Administration’s website and where it can help you and your clients get information
- An in-depth look at the computation of one’s Social Security benefit
- A review of the facts and statistics of Social Security
- Various case studies of how to optimize Social Security benefits for couples and singles
Learning Objectives
- Recognize how to verify an individual’s Social Security Benefit is computed correctly
- Identify the best way to assist clients in claiming Social Security benefits
- Recognize how to achieve the best Social Security claiming strategies for your clients
- Identify key areas your clients can adjust today to maximize their Social Security benefits in the future
- Recognize how to assess each individual clients financial situation to achieve maximum results
Level
Overview
Instructional Method
Self-Study
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None
