September 23, 2025


Live Webcast


NYSED 2

Strategies for Maximizing Social Security Benefits Webcast

September 23, 2025
Live Webcast
NYSED 2

Strategies for Maximizing Social Security Benefits Webcast

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    Instructor

    Michael
    Frost

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Learning Objectives

  • Determine what options a given client has with respect to initiating Social Security payments
  • Identify other factors that could affect a claiming age decision
  • Advise divorced clients with respect to their ability to receive Social Security benefits from a former spouse
  • Advise married clients regarding their options with respect to maximizing Social Security benefits for the couple and for a surviving spouse

Major Topics

  • When is a person eligible to take Social Security benefits?
  • Factors to consider when selecting an option for taking Social Security benefits
  • Is there a best age to start taking Social Security benefits?
  • How to maximize Social Security benefit payments for 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

CPE Credits Available

NYSED 2
2
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Taxation (NYSED)

Prerequisites

Basic knowledge of individual income taxation

Advanced Preparation

Basic knowledge of individual income taxation

Intended Audience

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

Provider

Surgent McCoy CPE LLC

This event has ended.