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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.
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 Prerequisite
Basic knowledge of individual income taxation Advance Preparation
None IRS Approved
No CFP Approved
No
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