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

Owner, 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

Testimonials

4.7 (177)
80% Complete (danger)
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22%
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  • Gilbert Shanley
    , CPA
    October 17th 2019
    This should be required for all CPA's!
  • Vicki J Miller
    , Bookkeeper
    September 30th 2019
    It was a very informative webinar for me. I am sure I will implement some of the strategies discussed.

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

Courageous Leadership: The Ethical Behaviors (Part 2)
Friday, November 15, 2019 | 03:00 PM EST View Details/Register
FRINGE BENEFITS: WHICH ARE TAXABLE WAGES, AND FOR WHAT TAXES?
Friday, November 15, 2019 | 03:30 PM EST View Details/Register
Accountants & Malpractice: Can we get sued for this?
Monday, November 18, 2019 | 09:00 AM EST View Details/Register
BASIS CALCULATIONS & DISTRIBUTIONS FOR PASS-THRU ENTITY OWNERS SCHEDULE K-1 ANALYSIS (LATEST)
Monday, November 18, 2019 | 09:00 AM EST View Details/Register
Charitable Solicitation Compliance- What does it take to be compliant?
Monday, November 18, 2019 | 11:30 AM 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

Courageous Leadership: The Ethical Behaviors (Part 2)
Friday, November 15, 2019 | 03:00 PM EST View Details/Register
FRINGE BENEFITS: WHICH ARE TAXABLE WAGES, AND FOR WHAT TAXES?
Friday, November 15, 2019 | 03:30 PM EST View Details/Register
Accountants & Malpractice: Can we get sued for this?
Monday, November 18, 2019 | 09:00 AM EST View Details/Register
BASIS CALCULATIONS & DISTRIBUTIONS FOR PASS-THRU ENTITY OWNERS SCHEDULE K-1 ANALYSIS (LATEST)
Monday, November 18, 2019 | 09:00 AM EST View Details/Register
Charitable Solicitation Compliance- What does it take to be compliant?
Monday, November 18, 2019 | 11:30 AM EST View Details/Register