Stay current on two fast-moving and evolving topics that impact nearly every client — pensions and Social Security. This session will cover the latest developments and key strategies to help CPAs advise clients with confidence.
DESIGNED FOR
CPAs in public practice who work with clients on pensions, retirement or Social Security planning matters
BENEFITS
- Gain clarity on the most recent changes to pension and Social Security rules.
- Learn how to better advise clients navigating retirement and benefit decisions.
- Get your toughest pension and Social Security questions answered by experts.
HIGHLIGHTS
- Recent updates related to pensions and retirement plans
- Key Social Security provisions and benefit planning strategies
- Answers to common client questions about timing, taxation, and eligibility