Please note that this course is from a third-party vendor, Taxspeaker. We strongly recommend registering no later than 24 hours before the course begins. Please contact Samantha Zarantonello if you do not receive the event logistics via email at least 24 hours before the course begins: 877-466-1040 or [email protected]. Thank you.
Date(s):
Registration Open:
Time:
Facility:
Meeting Type:
Courses
CPE Credit:
8.00
Field(s) Of Study:
Taxes (8.00)
Level of Knowledge:
Intermediate
Price:
Individual Discounts:
Not Available
Group Discounts:
10+ Registrants - Discount: 5.00%20+ Registrants - Discount: 10.00%
This course is the answer for any and all Social Security questions. Beginning with an overview of facts, taxability and benefits, the instructor then examines the individual rules to calculate benefits, when to draw, how to qualify and the tax inter-related aspects of these decisions. We then specifically and carefully discuss survivor and divorce benefits, children and other dependents, and disability. We then conclude with an in-depth and up-to-date explanation of Medicare. In prior years this course was sold to the general public as an Amazon best-seller on Social Security.
Upon completion of this course you will be able to explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information. You will be able to guide clients through the process of applying for Social Security benefits and inform them about the various health insurance benefits they are eligible for under Medicare.
Participants will be able to provide married couples with strategies to receive the maximum benefit as well as planning advice on when clients should begin to withdraw their benefits. You will be able to explain divorce issues to clients, as well as when they are eligible for benefits, how their benefit amount is determined, and when they will qualify for survivors benefits. You will be able to walk clients through various scenarios of how adjusting their earnings will affect their benefits. In addition, you will be able to inform clients of any changes to social security in 2022, including terminology, when and how to sign up, dependent’s benefits and survivor benefits. You will obtain a general knowledge of the reduction, taxability, categories, and qualifications of benefits. The course will give you the ability to calculate benefits, as well as understand the effects of divorce or death on social security benefits.
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As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at TaxSpeaker.com.