Jul 14, 2:00 PM - 3:00 PM (ET)
July 14, 2015 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT
Let's find out how much of what you think you know about Social Security is correct. This webinar will cover information from the most basic to the most sophisticated in a humorous and reasoned presentation from who, besides the worker, can receive benefits, including divorced spouses; filing options before, at and after full retirement age; maximizing strategies; and how work affects payments and benefits.
At the end of this session you will be able to:
- Explain basic eligibility and how payments are calculated.
- Identify who might be eligible on your client's social security record and when.
- Help your clients understand what happens when they take their payments at a particular age, and more importantly, how they can increase their payout.
- Answer questions about those maximizing strategies in the news.
Our presenter will also offer other information about survivors, disability and Medicare. Additional resources will be furnished.
Presented by James Pavletich
NASBA CE: 1 Hour/Taxes
IRS CE: 1 Hour/Federal Tax Law
NSA ConnectED Webinar Series
Program Level: Basic
Advance Preparation: None
No refunds or exchanges for cancellations. For more information regarding the webinars, cancellations and content, please contact NSA toll-free at 800-966-6679.
NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.
The National Society of Accountants 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: www.learningmarket.org.
NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.