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Advising Clients of Social Security Benefits (4161453B)
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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.

10/20/2016
When: 9:30 am - 5:00 pm
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


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Acronym SSB
CPE 8
Category
Administrative Practice
Level Basic
Vendor Nichols Patrick CPE
Who should attend CPAs in public practice or industry who advise clients about retirement.
Prerequisite
None
Fees: Early Bird
Standard
Member N/A
$245
Non-Member: N/A
$375

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description:
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.

Major Topics:

  • 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 and survivors benefits
  • Medicare benefits
  • Windfall Elimination Provision (WEP) and Government Pension Offset (GPO)

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 (WEP & GPO).
  • Determine how to advise clients regarding the earnings test and when to file for Medicare, and retiring clients concerning benefits.
  • Identify ways to represent clients in Social Security matters.

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