Course Details

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Course Description

An AARP survey determined that only half of its respondents who were either married or who had ever been married were aware that Social Security spousal benefits were available. This presentation will provide a broad overview of the Social Security program as it pertains to retirees and their beneficiaries while emphasizing spousal and survivor benefits. These auxiliary benefits will be examined and attendees will learn how to optimize payouts using a simple strategy.

Why You Should Attend ?

"Clients lack a general understanding and appreciation of Social Security and increasingly rely on their CPAs and tax professionals for sound judgment and advice."

Learning objectives

  • Fundamentals of Social Security retirement program
  • Eligibility for spousal, divorced spousal and survivor benefits
  • Strategies to optimize benefits for various situations and at various ages

About Presenter

Daniel Mazzola, CFA, CPA

Advisor, American Portfolios Financial Services Inc.

[email protected]

Daniel G. Mazzola is an investment advisory representative with American Portfolios Advisors Inc. He is a Chartered Financial Analyst, Certified Public Accountant and Certified Financial Planner. Mr. Mazzola has developed a series of Financial Literacy workshops which are conducted monthly for the patrons of the Freeport Public Library, and is the appointed chairman of the Pro Bono committee of the Financial Planning Association of Long Island.

Providing optimal service and support to the financial service professionals, their staff, and their clients as well as all others who use our services is one of American Portfolios’ core responsibilities. We must strive to meet our customers’ needs with the highest level of quality and dedicate ourselves to setting the standard of service excellence for our industry.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.7
(180)
96%
4%
0%
0%
0%
  • CM
    Clarence Morrison , Bookkeeper
    Feb 3rd 2020
    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.
CD
Cedrick Draper , Bookkeeper
Platform fine
KH
Kenneth Hildebrandt , CPA
The webinar helped in understanding various nuances of Social Security, especially the complexities and considerations needed for spousal benefits and strategies. I appreciate the way topics were structured, presented and time allotted to each topic.
JE
Judy Elias , CPA
Very very informative. People ask us these questions every year. The interactive exercise of query session provide the opportunity to get more out of the course than just listening to the presenter. Great job moderator.
AH
Annette Hoelzer , CPA
The webinar has presented numerous strategies available for claiming and calculations, necessary to maximize the value. Thank you Daniel and myCPE for bringing such a wonderful webinar.
TW
THERESA WARRICK
I attended this webinar to learn about maximizing social security for my own knowledge and to help family members that are approaching retirement age. The material was eye-opening and very informative. It covered everything in a very comprehensive manner.

NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

upcoming Live CPE Webinars

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Friday, February 21, 2020 | 09:00 AM EST View Details/Register
HANDLE IRS AUDIT, APPEALS, COLLECTION & LITIGATION (LATEST 2019)
Friday, February 21, 2020 | 11:00 AM EST View Details/Register
Year end tax update : FCCA 2020 & SECURE ACT. (Latest 2019)
Friday, February 21, 2020 | 12:00 PM EST View Details/Register
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Friday, February 21, 2020 | 02:30 PM EST View Details/Register
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Monday, February 24, 2020 | 09:00 AM EST View Details/Register
THE POWER OF ZERO: HOW TO GET TO THE 0% TAX BRACKET IN RETIREMENT
Monday, February 24, 2020 | 11:00 AM EST View Details/Register
INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
Monday, February 24, 2020 | 12:00 PM EST View Details/Register
Advanced Ethical and Liability Subjects of Conflicts of Interest, Independence, Fiduciary Duty, and Tax Ethics Liability (Latest 2020)
Monday, February 24, 2020 | 01:00 PM EST View Details/Register
Communicating Financial Information to Non-Financial People
Monday, February 24, 2020 | 02:00 PM EST View Details/Register
A Brief History of Marriage in the Tax Code
Tuesday, February 25, 2020 | 12:00 PM EST View Details/Register
Introduction to the Professional Knowledge Firm (aka Firm of the Future)
Tuesday, February 25, 2020 | 12:00 PM EST View Details/Register
Best Practices for Lease Accounting Adoption: Lessons Learned
Tuesday, February 25, 2020 | 01:00 PM EST View Details/Register
Household Employment: 2020 Tax & Labor Law Updates
Tuesday, February 25, 2020 | 01:00 PM EST View Details/Register
Irrational Logic: How Our Brain Wiring Impacts Financial Decisions
Tuesday, February 25, 2020 | 01:30 PM EST View Details/Register
  • Cost FREE
  • CPE Credits 1
  • Subject Area Taxes
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Tax Practitioners Accountant QB Pro Advisor CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Tax Pros CPA (Industry) Tax Firm Young CPA CPA in Business Entrepreneurial CPA
  • Handout Material Download

upcoming Live CPE Webinars

Building a Framework for Regulatory Ethics
Friday, February 21, 2020 | 09:00 AM EST View Details/Register
HANDLE IRS AUDIT, APPEALS, COLLECTION & LITIGATION (LATEST 2019)
Friday, February 21, 2020 | 11:00 AM EST View Details/Register
Year end tax update : FCCA 2020 & SECURE ACT. (Latest 2019)
Friday, February 21, 2020 | 12:00 PM EST View Details/Register
Characteristics of Management involved in Financial Reporting Fraud
Friday, February 21, 2020 | 01:00 PM EST View Details/Register
Fiduciary Income Tax Refresher and Latest Update 2019 Tax Season
Friday, February 21, 2020 | 02:30 PM EST View Details/Register
S Corporation Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Monday, February 24, 2020 | 09:00 AM EST View Details/Register
THE POWER OF ZERO: HOW TO GET TO THE 0% TAX BRACKET IN RETIREMENT
Monday, February 24, 2020 | 11:00 AM EST View Details/Register
INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
Monday, February 24, 2020 | 12:00 PM EST View Details/Register
Advanced Ethical and Liability Subjects of Conflicts of Interest, Independence, Fiduciary Duty, and Tax Ethics Liability (Latest 2020)
Monday, February 24, 2020 | 01:00 PM EST View Details/Register
Communicating Financial Information to Non-Financial People
Monday, February 24, 2020 | 02:00 PM EST View Details/Register
A Brief History of Marriage in the Tax Code
Tuesday, February 25, 2020 | 12:00 PM EST View Details/Register
Introduction to the Professional Knowledge Firm (aka Firm of the Future)
Tuesday, February 25, 2020 | 12:00 PM EST View Details/Register
Best Practices for Lease Accounting Adoption: Lessons Learned
Tuesday, February 25, 2020 | 01:00 PM EST View Details/Register
Household Employment: 2020 Tax & Labor Law Updates
Tuesday, February 25, 2020 | 01:00 PM EST View Details/Register
Irrational Logic: How Our Brain Wiring Impacts Financial Decisions
Tuesday, February 25, 2020 | 01:30 PM EST View Details/Register