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What Advisors Need to Know Regarding Social Security Changes due to Bi-Partisan Budget Bill - 6895
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This webinar will discuss the changes to the Social Security program due to the Bi-Partisan Budget Bill signed November 2, 2015 to CPAs increasing their value to clients. CPAs must understand these changes including effective dates to properly advise clients. At the end of the webinar, CPAs will be able to advise their clients toward maximizing their SS benefits. We will focus on the 3-legged stool approach to maximizing Social Security benefits for married couples.

 Export to Your Calendar 11/7/2016
When: 9:00 AM - 11:00 AM
Where: Webinar/Webcast
United States
Contact: April Deneault

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Acronym MK010W
CPE 2 hours
Category
Taxation
Level Basic
Vendor Nichols Patrick CPE
Who should attend

CPAs in public practice and industry seeking an update on the latest Social Security developments affecting future Social Security recipients

Prerequisite
None
Fees: Early Bird
Standard
Member N/A
$79
Non-Member: N/A
$79

Description: 

This webinar will discuss the changes to the Social Security program due to the Bi-Partisan Budget Bill signed November 2, 2015 to CPAs increasing their value to clients.  The Budget Bill made significant changes to the Social Security program by phasing out two very powerful strategies, File and Suspend along with Restricted Application.  CPAs must understand these changes including effective dates to properly advise clients.  At the end of the webinar, CPAs will be able to advise their clients toward maximizing their SS benefits.  We will focus on the 3-legged stool approach to maximizing Social Security benefits for married couples.



Specific topics include:

  • Advisors will understand the changes made by the Budget Bill.
  • Advisors will learn the effective dates of the changes.
  • Advisors will understand remaining Social Security claiming strategies

Objectives:

  • To provide the Social Security changes signed into law and how the changes impact client planning Social Security claiming strategies

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