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.
December 17, 2025, 7:30 am - 11:00 am | Online | KSCPA
Members: $215.00, Non-members: $310.00
CPE Categories: Taxation (4 CPE)
Interest Areas: Taxation
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.
• 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
• Retirement benefits: What the amount of benefits is in various circumstances
• Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?
• Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70
• Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children
• Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?
Practitioners who have clients contemplating receipt of Social Security
Basic knowledge of retirement planning
This course is produced by Surgent; Big Marker. It will be delivered as a rebroadcast of a live event.
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