Live Stream: Social Security: Dispelling Common Myths with Essential Truths
138 | Livestream | Basic | Scheduled
Description
For roughly 90 percent of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make the most out of these coveted monthly benefits. This course dispels common myths about Social Security that lead to confusion and replaces them with the truth to an empowered retirement. Help your clients navigate their claiming age decisions with greater confidence, equipped with the essential truths they should consider before pushing the Social Security "on" button.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 2.00 | Taxes |
| 1.67 | CLE |
Designed For
Accounting and finance practitioners seeking the latest Social Security guidance for themselves and their clients
Highlights
- Will Social Security be there for me?
- How is my benefit calculated?
- Can I claim my benefit and work too?
- When do I stop paying Social Security taxes?
- Why does my government pension cause my benefits to be reduced?
- Can I claim spousal benefits now and my own later?
- What is my breakeven?
- Can I claim benefits from my ex-spouse?
- What do you mean I may pay taxes on my income benefits?
Objectives
- Advise clients on the latest applicable Social Security strategies
- Implement effective Social Security strategies for practitioners' own needs
Prices
- Member (Early Bird)
- $95.00
- Non-Member (Early Bird)
- $125.00
- Member
- $95.00
- Non-Member
- $125.00
Instructors
Pamela J. Davis-Vaughn, CPA
Pamela J. Davis-Vaughn is a general practitioner providing accounting, tax, and consulting services to clients across the United States from her office in Dallas, Texas.
Her teaching career started when she designed and taught undergraduate and graduate courses in state and local tax at Texas universities, including Baylor, Texas Tech, and the University of Texas in Arlington.
Pam has over 30 years of experience in both public and private accounting sectors. Her public experience ranges from a Big Four firm where she assisted several Fortune 500 companies in restructuring their operations to provide state income and franchise tax savings, participating on the mergers and acquisitions team, and serving as the Southwest Area Employment Tax practice leader to providing tax consulting services for clients of a regional firm in Dallas, Texas.
Her experience in the private sector as CFO of a Dallas-based manufacturer servicing the telecom industry, CFO of a printing and direct mail company, and Tax and Accounting manager of a large independent oil and gas exploration firm provides her with significant insight into the challenges faced by those practicing in industry. In addition to her accounting practice, Pam has ownership in and manages an organic farm in upstate New York, a construction and excavation business in upstate New York, and a printing and direct mail business in Dallas, Texas. She has also worked in the oil fields in Kansas, Oklahoma, Arkansas, and Texas.
Pam holds a BS degree in Business and Accounting from the University of Kansas, an MBA from Wichita State University, and has completed post-graduate work in International Tax at New York University. She holds a license to practice in Kansas, Texas, and New York.
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