Social Security: Advanced Education and Training

The start date for this course has passed. Registration is no longer available.

This course is 8.00 credits
Course Level
Advanced
Vendor
California Society of CPAs

Registration Fees

MSCPA-AICPA Member
$245.00
MSCPA Member
$245.00
AICPA Member
$375.00
Non-Member
$375.00
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Friday, Jan 5, 2018
9:30am – 5:00pm

Delve into research techniques, advanced Social Security concepts and rules. Better serve clients and improve the marketing of Social Security services. Gain confidence to be proactive in helping clients sort through their Social Security options with this comprehensive course.

Materials are provided as an ebook

Delve into research techniques, advanced Social Security concepts and rules. Better serve clients and improve the marketing of Social Security services. Gain confidence to be proactive in helping clients sort through their Social Security options with this comprehensive course.

Materials are provided as an ebook

Designed For

CPAs in industry and public practice as well as financial advisers.

Course Objectives

  • Determine how to choose among the many Social Security options software.
  • Recognize how to navigate Program Operations Manual System and the Social Security Administration website.
  • Identify advanced Social Security research techniques and planning strategies.
  • Recognize the connection between Railroad Pension and Social Security.
  • Determine how to market Social Security services. 

Major Subjects

  • Family maximum
  • Annual earnings test
  • Delayed retirement credits
  • Spousal benefits and surviving spouse benefits
  • Children’s benefits, specifically the definition of children
  • Social Security options software
  • Alternative pension plans for government workers
  • Legislation to change Social Security
  • Means testing
  • Application process
  • Online Social Security calculators
  • Client consultations

Prerequisites

Basic understanding of Social Securit

The start date for this course has passed. Registration is no longer available.