This two-hour CPE seminar is designed for CPAs seeking to enhance their understanding of Social Security as a critical component of retirement and tax planning. The session focuses on how claiming strategies directly impact lifetime benefits, taxation of income, and overall client outcomes, with an emphasis on spousal, survivor, and advanced filing considerations. Attendees will gain practical insights into integrating Social Security decisions into broader tax-efficient retirement strategies, enabling them to provide more comprehensive guidance and identify planning opportunities that can materially improve long-term financial results for their clients.