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Social Security: Annual Earnings Test & Taxability of Benefits (3753)
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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.

9/1/2015
When: 09/01/2015
7:00 AM - 9:00 AM
Where: Webcast/Webinar
Presenter: Jim Blair
Contact: April Deneault
801-834-6634

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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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