December 9, 2024


Live Webcast


NYSED 2
NASBA 2

Social Security: Dispelling Common Myths With Essential Truths Webinar

December 9, 2024
Live Webcast
NYSED 2
NASBA 2
  • View Bio

    Instructor

    Douglas
    Stives

    View Bio

Learning Objectives

  • Advise clients on the latest applicable Social Security strategies
  • Implement effective Social Security strategies for practitioners’ own needs

Major Topics

  • Will Social Security be there for me?
  • How is my benefit calculated?
  • Can I claim my benefit and work too?
  • When do I stop paying Social Security taxes?
  • Why does my government pension cause my benefits to be reduced?
  • Can I claim spousal benefits now and my own later?
  • What is my breakeven?
  • Can I claim benefits from my ex-spouse?
  • What do you mean I may pay taxes on my income benefits? … and more!

CPE Credits Available

NYSED 2
NASBA 2
2
Taxation (NYSED) - NYSED
2
Taxes (NASBA) - NASBA

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Taxation (NYSED)
  • Taxes (NASBA)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Accounting and finance practitioners seeking the latest Social Security guidance for themselves and their clients

Provider

Surgent McCoy CPE LLC

This event has ended.