CPATrainingCenter.com offers CPA exams, accounting degree training, CPE, and professional development for accountants and CPAs
Course/Product Description
Title:

Social Security Disability Income: Taxation And Reporting Requirements

SKU:WC-1030966
Date / Time: Recorded
Format: Webinar
Order:Qty:
Description:

Professionals such as financial planners, accountants and attorneys are asked by clients about rules and regulations in many different areas. Statistics from the Council for disability awareness published in 2013 stated that one in four of today's 20 year-olds will be disabled before they retire. They go on to state that about 12% of the U.S. population, about 37 million people, are classified as disabled.

Odds are that you have clients, family members or friends asking about disability issues. This webinar 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 practice in professional advisory.

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 Multi-Year Benefits in a Lump Sum
  • Exemptions
About The Presenter

Theodore J. Sarenski, CPA/PFS, CFP, AEP
  • CEO of Blue Ocean Strategic Capital, LLC
  • Recognized locally and nationally as an expert providing financial planning advice
  • Currently appears on WSTM-3, Syracuse’s NBC affiliate, taking viewers’ calls and offering planning concepts to viewers; appeared on the PBS affiliate in Syracuse as a permanent guest host of the program “Financial Fitness” which aired live for one-half hour every Thursday at 8 PM EST
  • Received the 2013 Distinguished Service Award by the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division for contributions to further financial planning within the CPA community, industry-related publications and speaking engagements across the country; in 2016, he was selected to be on the Wolters Kluwer Financial and Estate Planning Advisory Board
  • Has presented to regional Estate Planning Councils from Seattle to Syracuse on financial planning topics and Social Security
  • Has been interviewed by hundreds of radio stations across the U.S. on tax and financial planning topics since 2005; also speaks on financial planning topics at major professional national conferences for organizations such as the American Institute of Certified Public Accountants and the Financial Planning Association, and for private groups
  • Written articles on financial planning that have appeared in The Journal of Accountancy, The CPA Journal, The Journal of Taxation and the AICPA Wealth Management Insider; wrote a CPAs Guide to Social Security for the American Institute of CPAs in 2011, and is responsible for its update annually
  • Has been interviewed and quoted in many publications including: USA Today, The Wall Street Journal, Consumer Reports, The Christian Science Monitor, Investment News, Kiplinger Personal Finance Report, Financial Planning magazine (cover photo February 2013), Accounting Today and The Practical Accountant


Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in On-Demand Or CD versions, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
Order:Qty:
Share This: Share on Facebook


Share on Twitter


Share on Google+


Sales &Use Tax Workshop
Sales &Use Tax Workshop

Retirement Plan Training Courses
Retirement Plan Training Courses

Audit Training
Audit Training

Project Management Workshop
Project Management Workshop

Payroll Training
Payroll Training

Payroll Records: What To Keep, What To Toss
Payroll Records: What To Keep, What To Toss

Peachtree Seminars
Peachtree Seminars

How To Use QuickBooks
How To Use QuickBooks

Microsoft® Excel® 2007/2010 Basics
Microsoft® Excel® 2007/2010 Basics

Chartered Tax Professional Certificate Program
Chartered Tax Professional Certificate Program

Comprehensive Income Tax Course with Career Package
Comprehensive Income Tax Course with Career Package

Executive Taxation
Executive Taxation

Securities Licensing
Securities Licensing

Tax Court Exam Homestudy Program
Tax Court Exam Homestudy Program

Accounting Certifications
Accounting Certifications

Forensic Certified Public Accountant Designation
Forensic Certified Public Accountant Designation

Google+CPATrainingCenter.com. 5755 North Point Parkway, Suite 228 | Alpharetta, GA 30022 | 770-410-9941 | support@CPATrainingCenter.com
Copyright CPATrainingCenter.com 2018 | Web Site Development by OTAU
Facebook