Surgent's Strategies for Maximizing Social Security Benefits

As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and the alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual.

Major Topics:

• When is a person eligible to take Social Security benefits?
  
• Factors to consider when selecting an option for taking Social Security benefits
  
• Is there a best age to start taking Social Security benefits?
  
• How to maximize Social Security benefit payments for surviving spouses
  
• How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?
  
• How minor children can collect Social Security benefits based on the work record of an older parent

Level: Intermediate

Instructor: Mike Tucker, Ph.D., LL.M., J.D., CPA

CPE Credits: 2

Area of Study: Taxes (2)

Prerequisite: Basic knowledge of individual income taxation