As Americans live longer and increasingly move away from traditional pensions, Social Security has become the main source of retirement income for many clients. Meanwhile, concerns about solvency and a lack of understanding of key rules have led to confusion and sometimes misguided decisions. This program offers tax practitioners the knowledge they need to help clients make informed choices about Social Security and retirement income.
Tax practitioners who anticipate advising clients on any aspect of the Social Security system, especially regarding when a client can or should initiate Social Security income benefits
Basic knowledge of individual income taxation