Social Security Survivor 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
Death Claims us All. Social Security helps Survivors Both Before and After Retirement.
Publication Date: August 2024
Topics Covered
- What the required actions are when someone dies
- Identifying who is eligible for survivor benefits
- The computations of benefits of individuals and the family maximum benefit
- The rules regarding divorce and collection of survivor benefits
- Disability and the lump sum death benefit
Learning Objectives
- Identify what is required to claim Social Security death benefits to assist your clients
- Determine who is eligible for Social Security death benefits when a worker dies
- Identify the taxation of survivor benefits
- Recognize what happens in the case of divorce and remarriage
- Determine how to achieve the best results for your clients at a vulnerable time in their life
Level
Overview
Instructional Method
Self-Study
NASBA Field of Study
Taxes (1 hour)
Program Prerequisites
None
Advance Preparation
None
