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Collecting Social Security: Picking the Right Time and Interesting Tax Issues

With this two-hour course, you will:

  • Help your client choose the time to start drawing Social Security
  • See what happens to Social Security when couples divorce
  • Understand how government employees may lose Social Security benefits
  • Consider tax effects of drawing now or later
  • See how to tax plan to decrease the taxation of Social Security
  • Minimize tax when collecting a lump sum
  • Determine options regarding benefits if the spouse has not earned the required 40 credits
  • Understand how to continue to work while drawing Social Security benefits
  • Identify various insurance options available to Medicare recipients
  • See how AGI can make Medicare premiums skyrocket
  • Learn the exceptions to income spikes and the Medicare premium surtax
     
Designation CPE Hours
CPA 1 Tax and 1 Non-technical
EA 1 Federal Tax
CRTP (CTEC) 1 Federal Tax
Attorney 1.5 General MCLE

Course level: Basic
No advanced preparation is required.

 

Webinar features:

  • 2 hours of CPE for one attendee
  • Access to recording to watch at your convenience
  • Reference manual and PDF of PowerPoint slides
  • Add CPE for only $20 per additional attendee. Please contact our customer service department to register for additional CPE at (714) 776-7850.

Want to order by phone? Call us at: (714) 776-7850

Learn about Spidell's Webinars.

You must have computer speakers to listen to this webinar

Webinar Speaker

Lynn Freer, EA

Lynn "Ms. California Tax" Freer is President of Spidell Publishing, Inc.® She works closely with all state tax agencies and is often consulted for input on policy decisions. She always has the inside information on what's happening at the state level because she devotes herself full time to analyzing, writing about, and teaching California tax law and procedures. Lynn speaks at Spidell's annual Federal and California Tax Update Seminars, as well as many other seminars and webinars.


This webinar is designed to meet the requirements for the specified number of hours of continuing education. This webinar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury's Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at 714-776-7850. Spidell Publishing, Inc. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual "continuing education" requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.


Spidell Publishing, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This webinar is designed to meet the requirements for 2 hours of continuing education for the California Board of Accountancy. Level: Basic. Field of Study: Taxes and Non-technical. Delivery method: Self-Study. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (714) 776-7850. There are no prerequisites or advanced preparation required.

Spidell Hours
CPA-Tax 1
CPA-Nontechnical 1
EA-Fed Tax 1
CRTP-Fed Tax 1
Attorney-MCLE 1.5

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Availability: In Stock
Price: $97.00

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