Events Search
  Summary & Check Out (0)
Monday, September 27, 2021 Live Webcast

Strategies for Maximizing Social Security Benefits (E2109172)

9:00 AM - 10:40 AM EDT

Registration: 8:30 AM EDT

webcast

Vendor Platform

2.0 CPE Credits in TX

OVERVIEW

As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

Tax practitioners who anticipate advising clients with respect to any aspect of the Social Security system, and particularly with respect to the time when a client can/should initiate Social Security benefits distributions

BENEFITS

  • Determine what options a given client has with respect to initiating Social Security payments.
  • Advise divorced clients with respect to their ability to receive Social Security benefits from a former spouse.
  • Advise married clients their options with respect to maximizing Social Security benefits for the couple and for a surviving spouse.

HIGHLIGHTS

  • When is a person eligible to take Social Security benefits?
  • Selecting the most advantageous option for taking Social Security benefits
  • Is there a best age to start taking Social Security benefits?
  • How to maximize Social Security benefit payments to surviving spouses
  • How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?
  • How minor children can collect Social Security benefits based on the work record of an older parent

COURSE LEVEL

Intermediate

PREREQUISITES

Basic knowledge of individual income taxation.

ADVANCE PREPARATION

None

INSTRUCTOR

Michael Frost

Michael A. Frost, CPA, EA

Michael A. Frost, CPA, EA Mike Frost, CPA, of Jacksonville, Alabama, provides tax consulting, continuing education, and motivational speaking services through his company, Mike Frost Enterprises. Mike is a former shareholder of MDA Professional Group, PC, where he managed the tax department of the Albertville office. Mike has 31 years of experience in public accounting, including but not limited to: Business and individual income tax preparation and planning; mergers and acquisitions; estate, gift, and trust tax preparation; small business consulting; Medicare planning and other elder care; audit representation; and religious groups and clergy. Mike has conducted CPE engagements and seminars throughout the United States and has served as technical advisor for tax articles in The Sand Mountain Reporter, a local newspaper. Mike has been a featured presenter at the Alabama Society of CPAs Annual Meeting and the Federal Tax Clinic held annually at the University of Alabama in Tuscaloosa. Mike graduated with "high honors and distinction" from Jacksonville State University with a major in accounting, a minor in finance, and a 4.0 GPA. He is a member of the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants. In addition, he is a graduate of the Tax Planning and Advising for Closely Held Businesses Certificate of Educational Achievement Program sponsored by the AICPA.

PRICING

$99.00 - Member

$137.00 - Nonmember

Register Today


Note: Online pre-registration will close on September 27 at 8:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

Surgent