Strategies for Maximizing Social Security Benefits
Online
2.00 Credits
Member Price $79.00
Price will increase by $10 after 10/31
Non-Member Price $114.00
Price will increase by $10 after 10/31
Overview
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.
Objectives
Highlights
Designed For
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
Prerequisites
Basic knowledge of individual income taxation
Preparation
None
Notice
By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies
Leader(s):
Leader Bios
Lydia Stutesman, Surgent McCoy CPE, LLC
Lydia Stutesman is a college-level course teacher at Archbishop Edward A. McCarthy High School and University Preparatory in Southwest Ranches, FL, where she teaches Business Entrepreneurship Honors, Personal Finance Honors, TV Production, Communications and Broadcast Journalism, and is the Associate Director of Alumni Relations.
Before joining the education system, Mrs. Stutesman had a successful career in healthcare revenue cycle management, holding positions such as Corporate Training Manager, Operations Manager, and Accounts Receivable Special Projects Director for a large pharmacy benefit management and durable medical supply company serving over three million customers. Mrs. Stutesman’s management roles included teams responsible for writing and updating all training documents and manuals, creating and facilitating course curriculum, and managing departments and groups of 50-200 team members and supervisors. Mrs. Stutesman was also responsible for maintaining corporate training compliance for over 700 employees in Florida and Virginia as well as updating all Sarbanes-Oxley controls and key controls for the revenue cycle management department.
Mrs. Stutesman’s training experience dates back to 1994 when she served as a retail trainer for a Fortune 500 company. With over 28 years of facilitating, creating and updating educational content via a blended learning solution, Mrs. Stutesman is an accomplished and highly engaging speaker and presenter in the topics of healthcare revenue cycle management, fraud and abuse prevention, corporate compliance, financial planning, organizational leadership, business management, marketing, entrepreneurship, and many other financial topics of interest in today’s diverse and growing virtual climate.
Non-Member Price $114.00
Member Price $79.00