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Spousal and Family Social Security Benefit Strategies

Business

Spousal and Family Social Security Benefit Strategies

Course 81854A · 2 hrs · CPA

Social Security isn't just an individual benefit—spouses, children, and other family members may qualify for payments based on a worker's record. This course examines spousal benefit rules, including the particular financial stake older women have in optimizing these benefits, and breaks down which family members qualify for benefits and under what circumstances. CPAs and planners working with married couples or families navigating retirement and estate planning will find this course valuable for delivering well-rounded Social Security guidance.

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  • Hours: 2
  • Exam questions: 8
  • Eligible for: CPA
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NASBA Area: Management Services

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Spousal and Family Social Security Benefit Strategies
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About Pacific CPE

Pacific CPE is a NASBA-approved and IRS-approved provider of online self-study continuing professional education (CPE) for CPAs, Enrolled Agents (EAs), and other tax professionals.

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CPAs — CPE credit for state license renewal (NASBA Sponsor #143718).

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We currently offer 334 active self-study courses in Accounting, Auditing, Business, Ethics, and Taxes. Each course is 2 credit hours and can be read online or downloaded as a PDF, with audio versions available for select courses. Exams are taken online with instant grading, retakes are free, and completion certificates are available immediately in your account.

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