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: NOT APPLICABLE**
CFP Course Number: 248681
Over five years ago Bob Jennings CPA wrote his first Social Security book, the Amazon best-selling “Guide to Social Security”. We began offering this class as a live course with Bob in 2013, and then also with Ron Roberson in 2016. The response from class participants has been incredible, and after presentations at the AICPA High Income Tax Conference, as well as at several national conventions, this course has become one of our most popular non-tax topics. In the class (and the accompanying 200-page manual) we discuss qualifying for benefits; benefits for divorcees, widows and widowers; dependent children; disabled children; planning to maximize benefits, and special issues such as windfall elimination and government pension offsets. We even show you how the benefit is calculated; how to sign up; and how to add Social Security consulting to your office. This course also includes a short review of Medicare.
SYSTEM REQUIREMENTS - You must have a high speed internet connection, speakers connected to your computer or headphones or call in for audio and a monitor.
GROUPS - PROCTORS - If you have more than 1 person PAID FOR and REGISTERED for the streaming webcast and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webcast in order to receive CPE credit.
DAY OF WEBCAST - You can login 10 minutes early. Please note that you will not see or hear a speaker until the prompt start time.
TIME ZONES-PLEASE NOTE:All streaming seminars times listed are Eastern Time Zone. Please adjust to your time zone.
Fees and Schedule -
Cancellation, Transfer and Refund Policy
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.
ALL OF OUR COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**
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 StudySpecialized Knowledge
NASBA CategorySpecialized Knowledge