Surgent's Strategies for Maximizing Social Security Benefits (Self-Study)
Valid for one year from purchase date
Taxes - Technical (2.0)
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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.
Who should take this program?
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 initiative Social Security benefits distributional
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
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
NASBA ID#: 103212
Basic knowledge of individual income taxation