Kentucky Society of Certified Public Accountants

Overview

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 the alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual.

Prerequisites

Basic knowledge of individual income taxation

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

Highlights

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

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

SUS0331

2 CPE Credits

Tax: 2 Credits

Registration

Member Price:

$89

Non-member Price:

$119