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Wednesday, November 12, 2025 Live Webcast

Maximizing Your Social Security Benefits (E2511212)

9:00 AM - 12:30 PM EST

Registration: 8:30 AM EST

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

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

$199.00 - Member

$274.00 - Nonmember

Register Today


Note: Online pre-registration will close on November 12 at 8:30 AM.

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COURSE DEVELOPER

Surgent