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.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Who Qualifies for Disability?
- How Long Do You Need to Work Before Being Eligible?
- What Benefit Are You Eligible for?
- When Do Your DBI Benefits End?
Family Benefits Available
- Spouse
- Children
- Others
Children With Disabilities
- What Benefits Are Available?
- What Happens When Child Reaches Age 18?
- What Benefits Are Available From the Parents?
Taxation of Disability Benefits
- Single, Married Filing Jointly, Married Filing Separate, Head of Household
- Collection of Multiyear Benefits in a Lump Sum
- Exemptions
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on May 12, 2021.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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