Social Security Disability Benefits
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 says one in three people aged 21 will be disabled before age 65. The rules for claiming Social Security Disability are Important to Know.
Publication Date: September 2024
Topics Covered
- Disability Statistics
- How to apply for Social Security disability benefits (SSD)
- Waiting and Elimination Period
- What to Do If Denied
- Work requirements to be eligible for SSD
- Total Disability Benefits
- Compassionate Allowances
- The computations of the SSD someone will receive
- Who Else Can Receive Benefits on the Disabled Worker's Record?
- Can Beneftis be Reduced or Changed?
- Continuing Disability Review
- Triggered Reviews
- The trial work period rules for someone trying to get off SSD
- The qualifications for SSD for disabled children
- Eligibility for SSI Benefits
Learning Objectives
- Identify how Social Security determines disability compared to a private disability insurance policy
- Identify situations with clients where you can assist in claiming Social Security Disability
- Recognize how to explain to clients when someone is disabled or not disabled
- Recognize how to explain to clients the rules of getting back to work after a disability
- Determine how to assess other family members getting a benefit on the record of a disabled person
Level
Overview
Instructional Method
Self-Study
NASBA Field of Study
Taxes (1 hour)
Program Prerequisites
None
Advance Preparation
None
