Registration: 8:30 AM EST
Vendor Platform
Social Security seems poised for changes in benefits and eligibility age. This course provides tax and financial planning professionals with the background information on the Social Security system, strategies clients will need in dealing with Social Security and myriad other retirement-related planning issues.
This course features a live instructor and has been specifically designed for the NJCPA.
Practitioners who have clients contemplating receipt of Social Security
Basic
None
Surgent Professional Education
John L. Evanich, Jr., CPA, is a retired tax partner, formerly with CohnReznick, LLP - the 10th-largest CPA firm in the country. For more than 40 years, John specialized in working with professional service businesses, LLCs, LLPs, and S corporations on tax planning and other tax matters important to them. John has represented taxpayers on hundreds of IRS appeals and court petitions. With over 40 years of experience in public accounting, John is a past president of the Connecticut Society of CPAs (CTCPA), a past member of their Board of Governors, and a former trustee of their Educational Trust Fund. He is also a former member of AICPA Council. Mr. Evanich has lectured and written extensively on tax issues, both locally and nationally. He is a member of the American Institute of CPAs. In 2015 and 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. He has also served as chairman of many CTCPA committees, most notably the Federal Taxation, State Taxation, Public Relations, and Technical Consultation Services committees. John has also testified on tax matters of concern to middle- and upper-income taxpayers, as well as small businesses, before the Ways and Means Committee of the U.S. House of Representatives, as well as various Connecticut state legislative committees. Mr. Evanich received a bachelor’s degree in accounting with honors from the University of Bridgeport, Connecticut and completed all course work in the Master’s in Taxation program at Pace University in New York City.
$299.00 - Member
$449.00 - Nonmember
Note: Online pre-registration will close on December 11 at 8:30 AM.
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