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Surgent's Strategies for Maximizing Social Security Benefits

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Mon, 06/23/2025 from 10:00 am to 12:00 pm
 Fri, 07/11/2025 from 10:00 am to 12:00 pm
 Mon, 08/18/2025 from 1:00 pm to 3:00 pm
 Tue, 10/21/2025 from 3:00 pm to 5:00 pm
 Wed, 11/05/2025 from 10:00 am to 12:00 pm
 Mon, 11/24/2025 from 3:00 pm to 5:00 pm
 Fri, 12/12/2025 from 1:00 pm to 3:00 pm
 Mon, 12/29/2025 from 1:00 pm to 3:00 pm
 Thu, 01/22/2026 from 10:00 am to 12:00 pm
 Fri, 02/27/2026 from 10:00 am to 12:00 pm
 Currently available
Designed For:

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

Prerequisite:

Basic knowledge of individual income taxation

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.

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

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

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

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.