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Smarter Social Security

4.6 (319)

Daniel G. Mazzola , CFA, CPA

American Portfolios Financial Services Inc.

Wednesday, August 04, 2021 | 10:00 AM EDT

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC

1 Credit


Subject Area


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 Maryland Tax Preparers (Approval No. GEHNZ-T-00290-20-O)

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

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

Most Americans depend heavily on the Social security income after reaching retirement age. It is one of the most common strategic decision affecting the life of millions. There is a little understanding about the importance of this strategic decision that can have a wide spread impact on 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 webinar, you can efficiently answers 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 free CPE webinar will help you on advising your clients on how to improve their benefit 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
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA


    [no_of_record] => 319
    [average] => 4.6050




great seminar


It’s a must! Great information for your clients.


This was a very informative webinar with a lot of great information.


I learned a lot in this Webinar that are applicable both professionally and personally. I will recommend this Webinar to my colleagues.


Excellent Webinar . Would like to see more on Social security.


Incredibly relevant.