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Social Security Basics and Strategies for Maximizing Benefits 25-26

 Various
 
8.0
Registration is Open
Member Price
$329.00 Regular Registration
Your Price
$439.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 08/13/2025 from 9:00 am to 4:30 pm
 Wed, 08/13/2025 from 11:00 am to 6:30 pm
 Tue, 11/25/2025 from 9:00 am to 4:30 pm
 Tue, 11/25/2025 from 11:00 am to 6:30 pm
 Wed, 02/04/2026 from 9:00 am to 4:30 pm
 Wed, 02/04/2026 from 11:00 am to 6:30 pm
Designed For:

CPAs, financial advisers, attorneys, insurance and other professionals.

Prerequisite:

None

Though many clients see Social Security as a government benefit, it is a covered worker's investment asset to be managed like any other asset. Examine issues like how Social Security benefits are calculated, identifying benefit-claiming strategies, and what spouses can do now to maximize benefits at retirement. You'll learn how Social Security works and explore common planning situations?including workers with and without spouses, sandwich-generation families with dependent parents and minor children, and surviving and/or divorced spouses?and techniques to maximize your clients' benefits.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

Objectives

  • Determine how Social Security works, how benefits are calculated, who are beneficiaries, and techniques to maximize your clients' benefits
  • Recognize the language and forms of the Social Security Administration
  • Outline the earnings test and other drawbacks to drawing benefits early and how to plan around them
  • Determine which planning products to use to calculate the best strategy for your clients

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.