Webcast Title: Social Security – Part 3 Of 60+ Clients Series
Highlights:
Come join Larry Stein as he discusses Social Security retirement benefits. Larry will focus on when to take Social Security, estimating benefits, spousal benefits, eligibility, and taxation of Social Security benefits.
Learning Objectives:
Upon the successful
completion of this webcast, the participants will be able to:
1. Explain the eligibility criteria for Social Security retirement benefits.
2. Explain spousal Social Security retirement benefits.
3. Explain how to estimate Social Security retirement benefits.
4.
Explain the taxation of
Social Security benefits.
Major Topics:
·
Social Security Eligibility.
·
When To Take Social Security – Full Retirement Age Versus Early
Retirement.
·
Social Security Benefits – Spouse And Family.
·
Estimating Retirement Benefits.
·
Taxation Of Social Security Benefits.
Designed For: CPAs with at least six (6) years of experience. You must have a basic knowledge of federal taxation
NASBA Fields Of Study: Taxes
Level:
Specialized Knowledge.
Presentation Method:
Live Webcast Lecture With Questions And Answers.
Advanced Preparation:
Basic knowledge of federal taxation.
Texas Reg: 009838
“I have registered with the Texas State Board of Public Accountancy
as a CPE sponsor. This registration does not constitute an
endorsement by the Board as to the quality of my CPE program.”
Larry Stein
ID# 109111
Lawrence J Stein
9620 NW 82nd Street
Tamarac, FL 33321
Phone: 954.721.5588
Group Internet-Based
Larry Stein
