CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Smarter Social Security

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
  • CSA
Smarter Social Security

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00290-20-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0298)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00290-20-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00290-20-O)

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Most Americans depend heavily on their Social security income after reaching retirement age. It is one of the most common strategic decisions affecting the lives of millions. There is little understanding about the importance of this strategic decision that can have a widespread impact on the standard of living. 

Tax practitioners and CPAs have the ideal position to guide their clients and saving them from long-term hassles. With proper planning, people can take an informed decision for optimizing retirement income. After attending this online CPE webinar, you can efficiently answer common questions like:

  • Should I take Social Security early or later?
  • Which Social Security income election strategy will give me the most lifetime net after-tax income?
  • Does it make sense for me to first draw upon my 401K and/or IRA account(s) and then claim Social Security later?
  • Does it make sense to re-distribute some of my assets into other investment vehicles that minimize, or altogether possibly eliminate, the taxation of my Social Security benefit?

Social security income planning is a huge opportunity to help grow your clients and your practice for accounting and tax practices. This online CPE webinar will help you on advising your clients on how to improve their benefits including the advantages and disadvantages of early retirement.

Learning Objectives

  • To understand the fundamentals of Social Security retirement program
  • To learn about the eligibility criteria for spousal, divorced spousal and survivor benefits
  • To learn the strategies for optimizing benefits for various situations, at various ages
  • To discuss about the advantages or disadvantages of retiring early versus waiting until their full-retirement age
  • To learn about advising clients on improving their benefits using smart social security planning

Who Should Attend?

  • Accountant
  • Accounting Firm
  • California Registered Tax Professional
  • Certified Senior Advisor
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Financial Planner
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Senior Accountant
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA

Testimonial

4.6

(442)
69%
26%
4%
0%
1%

VA

I learned a lot especially about the spousal information.

RR

Great stuff !

SR

Great overview of the social security program and how your payout can be effected by any number of scenarios. Seems like something that should be recommended to everyone, regardless of your profession.

HN

myCPE is great

MZ

great seminar

MB

good information