TaxSpeaker – Social Security Webinar

TaxSpeaker – Social Security

Dates:  October 2, 2020 – 8 am to 4 pm CST

Price:  Member of ASTP – $150.00
Staff of a Member of ASTP – $165.00
Non-Member of ASTP – $175.00

CPE Hours:  8 Hours Specialized Knowledge

Level:  Basic

Prerequisites:  None

Due to public health and safety concerns resulting from the COVID-19 health emergency, the TaxSpeaker – Social Security will be offered in a Live Society Webinar (this is NOT a recorded presentation).  You can ask questions during the class just like an in-person class and they will answer them, live, as they are able, just like an in-person class.

Nearly ten years ago Bob Jennings CPA, CFP® wrote his first Social Security book, the Amazon best-selling “Guide to Social Security”. We began offering this class as a live course with Bob in 2013, and then also with Ron Roberson in 2016. The response from class participants has been incredible, and after presentations at the AICPA High Income Tax Conference, as well as at several national conventions, this course has become one of our most popular non-tax topics.

In the class (and the accompanying 200-page manual) we discuss qualifying for benefits; benefits for divorcees, widows and widowers; dependent children; disabled children; planning to maximize benefits, and special issues such as windfall elimination and government pension offsets. We even show you how the benefit is calculated; how to sign up; and how to add Social Security consulting to your office.

This course also includes a short review of Medicare. Updated to include the latest 2020 amounts, we guarantee the value of this class to you both personally and professionally.

Earn Live CPE Credit.

You must have a high-speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor.

If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.  Each PAID and REGISTERED attendee will receive their own login information for CPE Credit.  Multiple logins by one person will be disconnected immediately.

You can log in 10 minutes early.  Please note-you will not see or hear the speaker until the prompt start time.

All streaming webinars listed are Central Time Zone.  Please adjust to your time zone.

You will be provided with an E-Book and slides.  (A printed book is available for $50.00.  Deadline to order this will be September 25, 2020)

A Zoom account link will be provided to all paid attendees.

This Webinar is limited to 500 attendees.

Bob Jennings CPA, EA, CFP
Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana),and an IRS Enrolled Agent. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at

Terry Bakker CPA, EA
Terry O’Leary Bakker CPA, EA, LTC 67985-C is the owner of O’Leary’s Tax Service, Ltd. In downtown Vancouver, Washington, across the river from Portland, Oregon.  Terry graduated with her BS in Business Administration:  Accounting from Portland State University in 1988 and has worked in tax ever since.  Terry is an Enrolled Agent and a CPA licensed in Washington and Oregon.  In addition to running an active tax practice serving the needs of individuals and small businesses.  Terry has a commitment to the profession.  She is a Past President of the Oregon Association of Independent Accountants, as well as holding other positions, including head of the Education Committee.  As part of her commitment, she teaches the Enrolled Agents Preparation course for her Association and has spoken for all of the tax preparation associations in Oregon.

Upon completion of this course, you will be able to-Explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information; Guide clients through the process of applying for Social Security benefits; Explain to client when they will qualify for survivors’ benefits; Explain the disability protections to clients as well as when they are eligible for benefits and how their benefit amount is determined; Inform clients about the various health insurance benefits for which they are eligible under Medicare; Walk clients through various scenarios of how adjusting their earnings will affect their benefits; Provide planning advice on when client should begin to withdraw their benefits; Provide married couples with strategies to receive the maximum benefit.

Fees and Schedule – This TaxSpeaker/American Society of Tax Professionals Sponsored Internet-Live webinar will begin and end promptly at state time (Central Time Zone).  All 8-hour day webinars will break for lunch, and have 2, 10-15-minute breaks.

Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE Credit.

Jennings Advisory Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBA Sponsor #108251

American Society of Tax Professionals has entered into an agreement with the Return Preparer Office, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours.  This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual.  IRS Sponsor Number T0BDV