On-Demand


2 CPE

Surgent's Social Security: Dispelling Common Myths With Essential Truths

On-Demand
2 CPE

Learning Objectives

  • Advise clients on the latest applicable Social Security strategies
  • Implement effective Social Security strategies for practitioners’ own needs

Major Topics

  • Will Social Security be there for me?
  • How is my benefit calculated?
  • Can I claim my benefit and work too?
  • When do I stop paying Social Security taxes?
  • Why does my government pension cause my benefits to be reduced?
  • Can I claim spousal benefits now and my own later?
  • What is my breakeven?
  • Can I claim benefits from my ex-spouse?
  • What do you mean I may pay taxes on my income benefits?
  • … and more!

CPE Credits Available

2 CPE
2
Taxes

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Advisory Services
  • Tax

Prerequisites

None

Advanced Preparation

None

Intended Audience

Accounting and finance practitioners seeking the latest Social Security guidance for themselves and their clients

Provider

Surgent CPE

Purchase This Course

  • COCPA Member

    $ 109 109
    Join
  • COCPA Non-Member

    $ 142 142
    Your Price

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