Get the latest state tax updates, just in time for tax season. 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 2 CPE credits in Taxation and 1 bonus credit in Consulting Services.
HIGHLIGHTS
State Tax Update
Alan Preis - Alan J. Preis, CPA, PC
Hear the latest updates and earn 2 CPE credits in Taxation.
Savvy Social Security Planning: What Baby Boomers Need to Know
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
$15 late fee after 1/10/16 - Season Pass holders must register for each event.