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Tuesday, June 25, 2024 Live Webcast

Maximizing Your Social Security Benefits (E2406102)

9:00 AM - 12:30 PM EDT

Registration: 8:30 AM EDT

webcast

Vendor Platform

4 CPE Credits in TX

OVERVIEW

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.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

Practitioners who have clients contemplating receipt of Social Security

BENEFITS

  • Identify who is entitled to retirement benefits and in what amounts
  • Learn 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

HIGHLIGHTS

  • Retirement benefits: What the amount of benefits is in various circumstances
  • Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?
  • Claiming Social Security: Advantages and disadvantages at age 62, full retirement age and age 70
  • Planning: What clients approaching retirement age should consider now with respect to benefits for themselves, their spouses and their children
  • Coordinating benefits: Should your clients take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?

COURSE LEVEL

Basic

PREREQUISITES

Basic knowledge of retirement planning

ADVANCE PREPARATION

None

INSTRUCTOR

Arthur Auerbach

Arthur Auerbach, CPA, CGMA

Arthur Auerbach, CPA, CGMA is an independent tax consultant located in Atlanta, Georgia, specializing in tax consulting and estate and financial planning for individuals and closely held businesses. He is affiliated with the Asbury Law Firm as a team member and special consultant. He is a member of the Georgia, Virginia, New York, and Greater Washington CPA societies and licensed in each jurisdiction. Art was appointed to the AICPA Tax Executive Committee for a three-year term in 2018. In May 2021, Art was appointed to be a member of the AICPA Tax Practice and Procedure Committee, and in 2024, he became the vice-chair of the committee. He is scheduled to be the Chair effective May 2025. He is a life member of the American Institute of CPAs. He serves on the Georgia Department of Revenue Commissioners Advisory Group, the Financial Literacy Task Force, and Leadership Council, in addition to being the immediate Past Chair of the GSCPA Federal State Tax Task Force. He is also a former member of the Virginia Society’s Tax Committee. He has served as an advisor to the District of Columbia Office of Tax and Revenue and the Tax Commissioners Advisory group in Virginia. Art is a nationally recognized speaker on a variety of tax topics offered for continuing education for CPAs and financial planners. He has authored several publications and articles.

PRICING

$199.00 - Member

$274.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Surgent