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Tuesday, October 21, 2025 Live Webcast

Social Security: Dispelling Common Myths with Essential Truths (E2510152)

1:00 PM - 2:40 PM EDT

Registration: 12:30 PM EDT

webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make the most out of these coveted monthly benefits. This course dispels common myths about Social Security that lead to confusion and replaces them with the truth to an empowered retirement. Help your clients navigate their claiming age decisions with greater confidence, equipped with the essential truths they should consider before pushing the Social Security “on” button.

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

DESIGNED FOR

Accounting and finance practitioners seeking the latest Social Security guidance for themselves and their clients

BENEFITS

  • Advise clients on the latest applicable Social Security strategies
  • Implement effective Social Security strategies for practitioners’ own needs

HIGHLIGHTS

  • Will Social Security be there for me?
  • How is my benefit calculated?
  • Can I claim my benefit and work too?
  • When do I stop paying Social Security taxes?
  • Why does my government pension cause my benefits to be reduced?
  • Can I claim spousal benefits now and my own later?
  • What is my breakeven?
  • Can I claim benefits from my ex-spouse?
  • What do you mean I may pay taxes on my income benefits?

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Pamela Davis-Vaugh

Pamela Davis-Vaugh, CPA

Surgent Professional Education

Pamela (Pam) J. Davis-Vaughn, sometimes known as the Fabulous Tax Babe, loves providing accounting, tax, and consulting services to clients across the United States from her office in Dallas, Texas. Her experience as an entrepreneur covers organic farming in upstate New York, a direct mail and printing business in Dallas, and working in the oil fields in Kansas, Oklahoma, Arkansas, and Texas. She has also worked as a CFO in the Telecom industry, a tax and accounting manager for a large independent oil and gas company, and a CFO of a direct mail and printing company. Pam has taught CPE for several years as well as designed and taught multi-state tax classes for Division 1 schools in Texas. She has also authored books and articles on multi-state tax. She worked at KPMG in Multi-State Tax as well as the M&A Department and another regional public accounting firm in Dallas. She holds a BS degree in Business and Accounting from the University of Kansas and an MBA from Wichita State University. Pam has also completed post-graduate work in international tax at New York University. She holds a license to practice in Kansas, Texas, and New York.

PRICING

$99.00 - Member

$137.00 - Nonmember

Register Today


Note: Online pre-registration will close on October 21 at 12:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent