Surgent's Strategies for Maximizing Social Security Benefits
Friday, July 10, 2026
9-11 a.m. Central
2 CPE (2 technical)
Course code: 26WS-0642
View pricing
- Monday, Aug. 17, 2026 - Webinar
- Tuesday, Oct. 20, 2026 - Webinar
- Wednesday, Nov. 4, 2026 - Webinar
- Wednesday, April 1-Wednesday, March 31, 2026 - On-Demand
As Americans live longer and increasingly move away from traditional pensions, Social Security has become the main source of retirement income for many clients. Meanwhile, concerns about solvency and a lack of understanding of key rules have led to confusion and sometimes misguided decisions. This program offers tax practitioners the knowledge they need to help clients make informed choices about Social Security and retirement income.
Major subjects
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Eligibility rules for retirement, spousal, divorced spouse, survivor, and family benefits
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Understanding the new age of deemed filing
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How dual entitlement is calculated and how it affects benefit outcomes
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Key factors in deciding when to claim Social Security benefits
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Coordinating work and benefits, including the earnings test and its effect on income
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Managing Social Security to maximize after-tax cash flow, avoid higher Medicare premiums, and protect the survivor
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Updates related to recent legislation, including the SSFA and the OBBBA
Learning objectives
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Evaluate client eligibility for various benefits
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Explain how deemed filing and dual entitlement impact benefit selections and amounts
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Analyze key factors that influence optimal claiming decisions
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Advise married clients regarding their options with respect to maximizing Social Security benefits for the couple and for a surviving spouse
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Assess how earned income and taxation may impact benefits and Medicare premiums
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Apply planning concepts to help clients make more informed and strategic decisions
Who should take this program?
- Tax practitioners who anticipate advising clients on any aspect of the Social Security system, especially regarding when a client can or should initiate Social Security income benefits
Pricing
|
Standard Member Fee |
$99.00
|
 Standard Nonmember Fee |
$99.00
|
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Location
Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (2.0)
Level
Intermediate
Format
Group Internet Based
Sponsor
NASBA ID#: 103212
Prerequisites
Prereq.
Basic knowledge of individual income taxation
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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