Tax Speaker Social Security, Frederick, MD

Tax Speaker Social Security, Frederick, MD
May 25, 2021
08:00 AM - 04:15 PM
Clarion Inn Frederick Event Center
68 SPACES LEFT
$280 Members
$340 Non-Members

EVENT DESCRIPTION

Over ten years ago Bob Jennings CPA, CFP® wrote his first Social Security book, the Amazon best-selling “Guide to Social Security”. We began offering this class as a live course with Bob in 2013, and then also with Ron Roberson in 2016. The response from class participants has been incredible, and after presentations at the AICPA High Income Tax Conference, as well as at several national conventions, this course has become one of our most popular non-tax topics.

In the class (and the accompanying 200-page manual) we discuss qualifying for benefits; benefits for divorcees, widows and widowers; dependent children; disabled children; planning to maximize benefits, and special issues such as windfall elimination and government pension offsets. We even show you how the benefit is calculated; how to sign up; and how to add Social Security consulting to your office.

This course also includes a short review of Medicare. Updated to include the latest 2021 amounts, we guarantee the value of this class to you both personally and professionally.

EVENT OBJECTIVE

Upon completion of this course, you will be able to-Explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information; Guide clients through the process of applying for Social Security benefits; Explain to client when they will qualify for survivors’ benefits; Explain the disability protections to clients as well as when they are eligible for benefits and how their benefit amount is determined; Inform clients about the various health insurance benefits for which they are eligible under Medicare; Walk clients through various scenarios of how adjusting their earnings will affect their benefits; Provide planning advice on when client should begin to withdraw their benefits; Provide married couples with strategies to receive the maximum benefit.

EVENT DETAILS

Company:
Tax Speaker

Number of Hours:
8 (Recommended)

Prerequisite:
Knowledge of Social Security Laws and Regulations

Program Level:
Update

Knowledge Level:
Intermediate

Delivery Method:
Group-Live

Number Of Days:
1

Food Included:
Continental Breakfast, Beverages, Lunch

Seminar Number:
2721

Early Cut Off Date:
05/18/2021

Phone:
301-694-7500

Venue:
Clarion Inn Frederick Event Center 5400 Holiday Drive Frederick , MD 21703

Accommodations:
Same As Above ,
Weekday Rate: $109

Recommended For:
CPA (8)

Approved By:
NASBA