Advising Clients Of Social Security Benefits

Course Details


Thursday, December 5, 2019

6:30am – 2:00pm
(Registration: 6:00am)

Field of Study

Specialized Knowledge

Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




Prepare for client questions regarding Social Security, including advanced planning strategies. Develop a plan to maximize Social Security benefits. Increase value to clients and gain confidence to be proactive in helping clients make these very important decisions.

Materials are provided as an ebook for this course.


  • Developing issues regarding Social Security
  • Retirement versus disability
  • Annual statement
  • Benefits calculation
  • Taking benefits early versus later
  • Taxation of benefits
  • Strategies for single individuals, survivors, and couples
  • Spousal and survivors benefits
  • Medicare benefits
  • Windfall Elimination Provision and Government Pension Offset


  • Recognize opportunities to increase Social Security benefits
  • Use information in the annual statement
  • Calculate taxable benefits and delayed retirement credits
  • Advise clients regarding the earnings test
  • Advise retiring clients concerning benefits
  • Calculate and explain the effect of work for earnings not covered by Social Security (WEP & GPO)
  • Anticipate and create opportunities to maximize benefits
  • Advise clients when to file for Medicare
  • Represent clients in Social Security matters

Designed For

CPAs and financial professionals.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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