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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.
State Sponsor: Maryland Society of Accounting and Tax Professionals, Inc
Email: [email protected]
We are an organization that supports the accounting and tax professional industry by providing quality and affordable education, technical and personal support, opportunities for building business and personal relationships, and as watchdog over legislation as it impacts what and how these same professionals work. This organization supports a wide range of members: Certified Public Accountants (CPAs); Enrolled Agents (EA’s); and other accounting, bookkeeping, and tax preparation providers.
Call society/sponsor for location and hotel information as needed.
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