Print Page   |   Contact Us   |   Sign In   |   Join
Advising Clients of Social Security Benefits (4151453F)
View Registrations Tell a Friend About This EventTell a Friend
 

Are you prepared for your baby boomer client questions regarding Social Security? Understand the factors clients must consider when deciding to begin their benefits and learn the basics about Social Security, including advanced planning strategies, to help your clients make a plan and maximize their Social Security benefits. You'll come away with knowledge that will increase your value to your clients and help you be proactive in helping them make this important decision.

1/27/2016
When: 1/27/2016
7:30 AM - 3:00 PM
Where: Webcast/Webinar
Presenter: Jim Blair
Contact: April Deneault
801-834-6634


Online registration is closed.
« Go to Upcoming Event List  

Are you prepared for your baby boomer client questions regarding Social Security? Understand the factors clients must consider when deciding to begin their benefits and learn the basics about Social Security, including advanced planning strategies, to help your clients make a plan and maximize their Social Security benefits. You'll come away with knowledge that will increase your value to your clients and help you be proactive in helping them make this important decision.
 

Objectives:

Recognize opportunities to increase Social Security benefits.
Identify how to use information in the annual statement.
Calculate taxable benefits; delayed retirement credits; and the effect of work for earnings not covered by Social Security.
Determine opportunities to maximize benefits.
Identify ways to represent clients in Social Security matters.
Calculate taxable benefits; delayed retirement credits; and the effect of work for earnings not covered by Social Security.
Determine how to advise clients regarding the earnings test and when to file for Medicare, and retiring clients concerning benefits.
Determine opportunities to maximize benefits.
Identify ways to represent clients in Social Security matters.



Major Subjects:

Social Security issues
Retirement vs. disability
Annual Statement
Benefits calculation
Full retirement age
Taking benefits early vs. later
Taxation of benefits
Strategies for single individuals, survivors and couples
Spousal survivors benefits
Medicare benefits
Windfall Elimination Provision (WEP) and Government Pension Offset (GPO)

 

Designed For:

CPAs in public practice or industry who advise clients about retirement.

Prerequisite: None

 

Advanced Prep: None

  

Speaker: Jim Blair

Vendor: CalCPA

Field of Study: Tax

Level: Basic

CPE Credit: 8 Hours

Acronym: SSB

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Jim Blair is a 35 year veteran of the Social Security administration and co-owner of Premier Social Security Consulting. Jim has worked as a Service representative helping individuals having problems with their Social Security benefits, a Claims Representative taking claims for Retirement, Survivors, Disability and Health Insurance, an Operations Supervisor and as a District Manager running the Piqua, Ohio Social Security office and retired in January, 2010. Jim is a frequent speaker on Social Security for conferences and seminars and recently authored a SS handbook. Jim is co-host of Premier Living on WDJO in CincinnatiAccountants, Practical Tax Strategies and Tax Adviser.

Membership Management Software Powered by YourMembership.com®  ::  Legal