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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: Wisconsin Association of Accountants
Sponsor: Wisconsin Association of Accountants
The public, business and government rely heavily upon the accounting profession for complete and accurate presentation of financial information. The accountant has long played a major role in all phases of our economy. Playing an equally key role is the Wisconsin Association of Accountants which has served independent accountants in private practice, providing a forum for business and social intermingling since 1955. The membership, which includes accountants from Wisconsin, Illinois, and Michigan, is dedicated to the highest standards of professional excellence.
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
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4403 Hamburg Pike
Jeffersonville, IN 47130