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.

Event Level: Intermediate
Who Should Attend: Tax practitioners who anticipate advising clients with respect to any aspect of the Social Security system and, particularly, with respect to the time when a client can/should initiate Social Security benefits distributions
Required Knowledge: Basic knowledge of individual income taxation
Advanced Preparation: Basic knowledge of individual income taxation
Vendor: Surgent
Speaker: Stutesman, Lydia