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Social Security and Spousal Benefits (3798)
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Attend this session to learn Social Security Benefits for current, ex and surviving spouses. Understand how to utilize Restricted Application and Claim and Suspend strategies. This will help to maximize Social Security benefits by coordinating spousal benefits. Also explained are how SS benefits are calculated for spouses (current, ex and surviving) and qualifications. Learn how to maximize benefits by coordinating spousal benefits.

9/1/2015
When: 09/01/2015
1:00 PM - 3:00 PM
Where: Webcast/Webinar
Presenter: Jim Blair
Contact: April Deneault
801-834-6634

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Attend this session to learn Social Security Benefits for current, ex and surviving spouses.  Understand how to utilize Restricted Application and Claim and Suspend strategies.  This will help to maximize Social Security benefits by coordinating spousal benefits.  Also explained are how SS benefits are calculated for spouses (current, ex and surviving) and qualifications.  Learn how to maximize benefits by coordinating spousal benefits.

Objectives:

To explain how SS benefits are calculated for spouses (current, ex and surviving) and qualifications Learn how to maximize benefits by coordinating spousal benefits

 

Major Subjects:

Explain qualifications to receive spousal benefits Explain how spousal benefits are computed Review how coordinating of spousal benefits will increase total SS benefits.
 

 

Designed For:

CPAs in public practice and industry seeking an understanding of the Social Security program to assist colleagues, employees and clients.

Prerequisite: 

None

Advanced Prep:

None

  

Speaker: Jim Blair

Vendor: Nichols Patrick CPE

Field of Study: Taxation

Level: Basic

CPE Credit:      2 Hours

Acronym:  JS31W2

 

Registration Fees:

$ 79

  

Register here


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