Webinar

Social Security 202: Advanced Client Strategies Update

  • Tuesday, December 12, 2017

    1:00pm – 2:00pm
  • 1
    CREDITS
    Advisory Services

 

Take your Social Security knowledge to the next level.  Get a quick review of Social Security basics (worker, spouse, former spouse, and child benefits).  Understand the two vital strategies to maximize client payouts: File and Suspend, and Spousal-Only Restricted Claim.  Learn the impact of the Bipartisan Budget Act of 2015 on client strategies.  See sample payout comparisons for various strategies.  Discover new ways to immediately apply strategies in various client scenarios.  Browse software choices to polish client presentations.  All with the expertise and fun style of Andy Landis.

Objectives

* Review of Social Security basics

a.    Worker, spouse, former spouse, and child benefits

* Maximizing strategy #1:  File and suspend

a.    File and Suspend uses and procedure

b.    Example chart

c.    Example payment comparison

d.    Accessing the “contingency fund” (retroactive payment of suspended benefits)

e.    Changes in the 2016 budget agreement

f.    SSA citations for more information

*    Maximizing strategy #2:  Spousal-Only Claim (restricted application)

a.    Spousal-only uses and procedure

b.    Example chart

c.    Example payment comparison

d.    Changes in the 2016 budget agreement

e.    SSA citations for more information

4.    Social Security software resources

a.    List of software products from different firms

b.    Screenshots and contact information

*    Closing, Q&A

Highlights

* Explore two vital strategies to maximize client payouts: File and Suspend, and Spousal-Only Restricted Claim

* Learn the impact of the Bipartisan Budget Act of 2015 on client strategies

* See sample payout comparisons for various strategies

* Discover new ways to immediately apply strategies in various client scenarios

* Browse software choices to polish client presentations

* All with the expertise and fun style of Andy Landis

Additional Information

Designed For

All CPAs

Vendor

ACPEN

Advanced Preparation

None

Prerequisite

None

Field of Study

Advisory Services

Course Number

171415722

Level of Knowledge

Advanced

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