TaxSpeaker

Social Security & Medicare

Live Seminar

Credit Hours: 8

By: Bob Jennings CPA, EA

Registration for state sponsored events such as this one are handled by the individual states and not through our site. Contact information for registration is:

Phone: 509-993-2307
Website: http://www.waa.org/

Event Description:

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, the 2016 complete Social Security 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.

Sponsor Details

State Sponsor: Washington Association of Accounting & Tax Professionals

Phone: 509-993-2307

Email: melanie@argonnetax.com/office@waatp.org

Sponsor Details

Sponsor: Washington Association of Accounting & Tax Professionals

Washington Association of Accounting & Tax Professionals is the only professional Washington State organization of accounting and tax practitioners that welcomes and promotes all industry credential holders and anyone seeking professional development.

The mission of the Washington Association of Accounting & Tax Professionals is to promote and protect the right of every member to practice accounting and taxation, and secondly, to provide the services and professional education necessary to maintain and improve professional competence.

Attendee Requirements

Call society/sponsor for location and hotel information as needed.

All policies and registration and fees are established by society/sponsor.

Dress warmly in layers as the room may be cool.

Event Details
Seating:
LIMITED
Cost:
$0.00
Hours:
8
Event Dates and Times

TIME ZONES: PLEASE NOTE: All live seminar times are listed for the time zone which the seminar is being held.

Date:   June 16, 2017
Time:   8:00 AM    Add to Outlook
 
Event Location
Venue:
LaQuinta Tacoma
Address: 1405 E 27th Street Tacoma, WA 98421
Contact Information
Speaker Bio(s)
Bob jennings
Bob Jennings CPA, EA

Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana),and an IRS Enrolled Agent. Bob is also a prolific author and has published over 60 professional ar...

Contact:
Melanie Levno/Marissa Frucci
Email:
office@waatp.org
Phone:
509-993-2307
Testimonials

Testimonial

Event Objective
Upon 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 Study
Taxes

Prerequisites
None

Event Level
Basic

NASBA Category
Taxes