Maximizing Your Social Security Benefits (SSR4)

The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.

Learning Objectives:

•Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB’s Technical Agenda 

•New ASUs covering common control leases, crypto assets (e.g., cryptocurrency), and income tax disclosures 

•Leases – Topic 842 

•Recently issued SASs and other AICPA activity through SAS No. 149 •Detailed review of SAS No. 145 

•Other important A&A practice matters

Who will benefit: Practitioners who have clients contemplating receipt of Social Security