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Date / Time / Location

Friday, May 24, 2019
1:00 PM - 3:00 PM

Webcast

CPE Credits

  • 2.00 CPE Credits in TX

Pricing

  • $89.00 - Member
  • $89.00 - Non Member

Course Developer

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 alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual.

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.

Benefits

  • Determine what options a given client has with respect to initiating Social Security payments
  • Advise divorced clients with respect to their ability to receive Social Security benefits from a former spouse
  • Advise married clients their options with respect to maximizing Social Security benefits for the couple and for a surviving spouse

Highlights

  • When is a person eligible to take Social Security benefits?
  • Selecting the most advantageous option for taking Social Security benefits
  • Is there a best age to start taking Social Security benefits?
  • How to maximize Social Security benefit payments to surviving spouses
  • How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?
  • How minor children can collect Social Security benefits based on the work record of an older parent

Course Level

Intermediate

Prerequisites

Basic knowledge of individual income taxation.

Advance Preparation

None
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Michael Tucker

Michael J. Tucker, CPA, Ph.D., J.D., LL.M.
Ph.D., JD, CPA
Professional Education Network

Michael J. Tucker is an employee of Surgent McCoy CPE, LLC and a consultant for the accounting firm of T.M. Byxbee Co. in Hamden, CT. He is the author of many professional articles and a veteran TV and live-seminar presenter. In addition, he heads up Surgent McCoy's webinar efforts, where he writes and hosts many of the webinars Surgent McCoy sponsors and presents. Mr. Tucker was a professor at Quinnipiac University in Hamden, CT and worked with KPMG Peat Marwick and Deloitte & Touche. Mr. Tucker received his J.D. from New York University, his LL.M. from Georgetown University Law Center, and his Ph.D. from the University of Houston.

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Pre-Registration Closed

Online pre-registration for this event is now closed.