With more than 30 years of experience, Taxspeaker has been at the forefront in creating innovative CPE courses in person, via mail, and online. Our goal is to ensure each CPE credit earned via Taxspeaker is packed full of valuable information you can use every day. This is true no matter how you choose to receive your courses.
A fast-changing world requires you to be current on crucial issues that affect your business. Taxspeaker delivers the latest in CPE courses while maintaining the highest levels of quality in our instruction. You can be certain that when you take CPE courses from Taxspeaker, you're getting the best education available in the industry.
The ULTIMATE PACKAGE – Purchasable in 40 hour incriments, you can use these hours to choose which events you would like to attend. Choose between LIVE SEMINARS or LIVE WEBCASTS.
IRS Number: 5KBKR-T-00480-17-I
The Social Security Administration tells us that 10,000 Americans will turn 65 today, tomorrow and every single day for the next 14 years. This is the single biggest demographic change in the history of our country, with the single biggest need for advice. As Americans approach retirement age, they do not know where to turn for unbiased advice. In this incredible course, we provide you with the knowledge, the software and the guides to offer this new phenomenally in-demand advice to your clients. Updated for the latest changes, this course has new chapters on adding a Social Security consulting practice (with marketing and engagement letters as well as software guides) and planning situations. We recommend this class to all professionals of all ages because of the long-term planning possibilities.
TaxSpeaker is a unique, practitioner-led seminar company known for providing practical, useful information presented by extremely energetic, interesting and knowledgeable speakers. Nobody falls asleep at these lively training classes! These industry-leading classes are presented for over 25 state societies as well as via online webcasts and on-demand internet based training.
Attendees receive the most up-to-date guidance and value in the form of real practitioner speakers, email question response from the authors/speakers, free monthly newsletters for practitioners, free underlying tax research via the web for all tax classes, lunch included at every full-day live class, free 2-hour ethics self-study class for all 1040 attendees, and dozens of practical free downloadable practice aids written by real practitioners. And all of this comes from a US-owned, practitioner-based seminar company. Seminar material is updated throughout the season to reflect the most recent guidance as well as in the speaker presentations.
Knowledgeable speakers, passionate presentations and practicality-are the marks of a TaxSpeaker seminar.
Fees/Schedule All Jennings Sponsored Group-Live seminars begin & end promptly at the stated times.
Cancellation, Transfer and Refund Policy For Individual Seminar Purchase (not in the Seminar Package)-Registration fees will be refunded in full for up to 30 days in advance of the seminar. Registrations cancelled between 1-30 days prior to the seminar date are subject to a $50 cancellation fee.
Each group-live seminar carries above mentioned hours of CPE credit, based upon a
Jennings Advisory Group, LLC has entered into an agreement with the Return Preparer Office,Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR.
Event ObjectiveUpon completion of this course, you will be able to-Explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information; Guide clients through the process of applying for Social Security benefits; Explain to client when they will qualify for survivors’ benefits; Explain the disability protections to clients as well as when they are eligible for benefits and how their benefit amount is determined; Inform clients about the various health insurance benefits for which they are eligible under Medicare; Walk clients through various scenarios of how adjusting their earnings will affect their benefits; Provide planning advice on when client should begin to withdraw their benefits; Provide married couples with strategies to receive the maximum benefit.
Field of StudyTaxes
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