This course is also available as part of a bundle called “Ready to Retire.” You can save money by purchasing the bundle.
How did Social Security become the program that exists today? Which benefits are offered by the program? What are the implications when preparing tax returns? What are some common related financial planning considerations? This course helps tax professionals better understand the scope of the Social Security program, as well as how it affects their clients.
After completing this course, you will be able to:
- Explain the history of Social Security and the benefits offered
- Identify how Social Security affects the preparation of tax returns
- Understand important financial planning considerations related to Social Security