MSCPA Annual Convention: June 21-25, 2023 Book Now

Livestream: Maximizing Your Social Security Benefits

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Tuesday, June 6, 2023 @ 8:30am 12:00pm
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Description

The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.

Credits

Category Amount
Taxation 4.00

Course Materials

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.



Leaders

William F. Taylor

William F. Taylor

William F. (Bill) Taylor, CPA of Taylor, Mississippi, has been an employee benefit and investment consultant for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson office of KPMG Peat Marwick and managing his own firm for over 15 years. Bill served as MSCPA Chairman in 2017-2018, MSCPA Secretary in 2008-2009, and was Chairman of MSCPA's Continuing Education Committee for seven years. He has also served as Chairman of the Public Service Committee and as Board Representative for the Northwest Chapter. A nationally known consultant and speaker, Bill has conducted seminars for the American Institute of Certified Public Accountants, the American Society of Pension Professionals and Actuaries, more than 45 state CPA and Bar associations and other organizations. He was awarded as an AICPA Outstanding Discussion Leader in 2008 and 2014. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.