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Social Security seems poised for changes in benefits and eligibility age. 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.
Designed for: Practitioners who have clients contemplating receipt of Social Security
Instructor: Michael Frost, CPA
CPE Credits: 8
Area of Study: Taxes (8)
3100 South Columbia RoadSuite 500Grand Forks, ND 58201
(701) 775-7111or (877) 637-2727 Email: email@example.com