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The CPA’s Guide to Social Security Planning Logo aicpa

  Theodore J. Sarenski, CPA/PFS |   Free for PFP Section Members |   AICPA |   2016 |

This guide is a practical resource that blends information and planning guidance by providing actual client questions and their respective responses. It includes important tips that you can use in your practice right away.

This guide is offered as a benefit of membership to the AICPA PFP member section. If you are not a member, please consider purchasing the guide.

Topics covered:
  • Personal financial planning: Technical: Retirement planning: Government programs, Intermediate