Gain a better understanding of how to advise on tax planning and social security disability benefits, as well as important reporting requirements.
Professionals such as financial planners, accountants, and attorneys are asked by clients about rules and regulations in many different areas. Statistics published in 2018 from the Council for Disability Awareness states that one in four can expect to be out of work for at least a year because of a disabling condition before they reach the normal retirement age. They go on to state that about 13% of the U.S. population, about 43 million people, are classified as disabled. Odds are; that you have clients, family members, or friends asking about disability issues. This topic will give you the facts you need to know to be able to answer Social Security disability questions confidently and accurately. This material will give you the knowledge you need to expand and improve your professional advisory practice.
Agenda
Faculty
Theodore J. Sarenski, CPA, CFP®, PFS, AEP
SageView Advisory Group
- Wealth manager at Sage View Advisory
- Personal financial planning and investment advice for the millionaire next door
- Has spoken at conferences of the AICPA, FPA, and private groups
- Interviewed on radio stations across the nation on financial planning topics and interviewed and quoted in many national financial-related publications
- Authored the CPAs Guide to Social Security for the AICPA PFP division and updates the publication annually
- Received the AICPA PFP division’s Distinguished Service award in 2013 and the AICPA Sidney Kess award for Excellence in Continuing Education
- Member of the AICPA and the FPA
- Can be contacted at [email protected] or 315-439-7059
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