It's a digital world and cyber security is on everyone's agenda. Hear the latest trends in cyber threats and security and how they affect today’s Certified Public Accountants and their clients. Bonus Credit: Learn to identify the best available Social Security benefits; hear about recent changes and how to create collection strategies to optimize lifetime benefits.
BENEFITS
Earn 3 CPE credits in Consulting Services.
HIGHLIGHTS
Cyber Security
Kenneth Rasbaum, Esq. - Barton LLP
Hear from a nationally know expert on data privacy.Topics will include: 1) Protected Information, 2) Regulatory Landscape, 3) Threat Landscape, 4) How to Protect Client Information and Still Run Your Practice, 5) CPAs as Witnesses, and more.
Eleanor Galt-Lin - Morgan Stanley
The Social Security system is overwhelming and there are plenty of new rules. Learn about the various Social Security benefits and how to create collection strategies that will help you to maximize your lifetime income. Learn how to coordinate benefits with your spouse and when it makes sense to delay benefits – and when it does not. Finally, how much you can expect to receive if you collect early.
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$10 late fee applied after 1/5. Season Pass holders must register for each event.
For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.