CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.


4.7 (961)

Daniel Mazzola

American Portfolios Financial Services Inc.

Thursday, April 16, 2020 | 09:30 AM EDT

  • CPA
  • EA

1 Credit


Subject Area


Upcoming Webinars

Course Description

It is estimated 10,000 baby boomers are retiring each day. This trend is expected to continue for the next 16 years. Most Americans nearing or at retirement age have very little understanding of their Social Security benefits and as a result, Social Security planning has now come to the forefront.

The Social Security income election can have a major impact upon the standard of living for clients in retirement. Clients often do not do the proper planning for optimizing their Social Security income election in the context of their bigger picture retirement income plan. Questions clients ought to be asking their advisor(s) might include:

  • 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?

The CPA and tax practitioners are in the ideal position to help direct clients to the proper services to help them with this important decision. Social Security income planning may also present a viable service and business opportunity for many accountancy 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 understanf 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?

  • Accounting Firm
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • QB Pro Advisor
  • Tax Practitioners
  • Tax Pros
  • Young CPA


    [no_of_record] => 961
    [average] => 4.6639




I had some misunderstandings and slight confusion on the Social Security system. This webinar was a great overview of the program and highlighted some of the major notions. This session provided me with valuable information which will be useful for both me and my clients.




This is a great course!


I enjoyed the webinar and the break even Calculation was very helpful.


Thank you!


Overall the instructor was great. He had informative slides and provided us with real life examples of fraud cases.