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Advisors will learn the complexities of the Annual Earnings Test and how Social Security benefits are taxable and how to deduct repayments.
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8/24/2015
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When:
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08/24/2015
11:00 AM - 1:00 PM
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Where:
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Webcast/Webinar
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Presenter:
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Jim Blair
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Contact:
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April Deneault
801-834-6634
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« Go to Upcoming Event List
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Advisors will learn the complexities of the Annual Earnings Test and how Social Security benefits are taxable and how to deduct repayments.
Objectives:
Understand how earnings impact Social Security benefits by explaining the Annual Earnings Test and Monthly Earnings Test. We will also cover the type of earnings that are included in the test. Additionally, we will review the taxability of Social Security benefits along with the deduction when benefits are repaid.
Major Subjects:
How benefits are reduced due to the Annual Earnings Test What earnings are considered in the Annual Earnings Test How are taxable benefits computed and how repayments are deducted
Designed For:
CPAs in public practice and industry seeking to learn about Social Security, increasing value to clients, colleagues and employees.
Prerequisite:
None
Advanced Prep:
None
Speaker: Jim Blair
Vendor: Nichols Patrick CPE
Field of Study: Taxation
Level: Basic
CPE Credit: 2 Hours
Acronym: JB011W
Registration Fees:
$ 79
Register here
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