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The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.

Why Attend?

  • Identify who is entitled to retirement benefits and in what amounts
  • Summarize the factors one must consider in determining when to take benefits 
  • Discuss the taxation of Social Security benefits and how this impacts other income tax planning
  • Identify and describe the potential effects of retirement and estate planning strategies

Who Should Attend?

Practitioners who have clients contemplating receipt of Social Security

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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