Maximizing Social Security Benefits
91126 2.00

Author: Greg White

CPE Credit:  2 hours for CPAs
 

Join expert, Greg White, CPA and Registered Social Security Advisor, as he covers Social Security taxes and benefits. Social Security benefits are the largest source of income for many senior citizens. As demographics change and our clients grow older, this will become a more important part of professional tax practice (and also for ourselves).

Publication Date: November 2025

Designed For
Tax professionals with an interest in maximizing their clients’ Social Security benefits (or their own benefits).

Topics Covered

  • Make sure your clients don’t get shortchanged – computing the “sweet spot” for Social Security tax payments
  • Is the Social Security system insolvent?
  • Best age to claim Social Security benefits
  • Suspending current Social Security benefits in order to increase future benefits

Learning Objectives

  • Determine the best age to claim Social Security benefits
  • Identify the relationship between paying more payroll taxes and receiving more Social Security benefits
  • Explain how to compute Social Security benefits
  • Determine when clients should suspend benefits
  • Identify circumstances where a spouse can draw on your Social Security benefits
  • Explain how survivor benefits are calculated

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None

Additional Course Details

  • Filed of Study: Taxation
  • Publisher: Wolters Kluwer
  • Course Level: Basic
  • Pre-Requisites: None
   0 Review  |  Write a review

Available Options

* Course Format:
  Add to Cart

Write a review

Your Name:


Your Review: Note: HTML is not translated!

Rating: Bad           Good

Enter the code in the box below:



Continue