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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.

Why Attend?

  • 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

Who Should Attend?

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

This virtual seminar is being offered through our partnership with Midwest State CPA Societies.  Instructions for how to launch the course will follow.

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