Brown Smith Wallace Tax Services Partner Earns NSSA Advisor Certification

Roy Kramer, a tax partner with Brown Smith Wallace, has achieved National Social Security Advisor certification from the National Social Security Association, LLC in Cincinnati.  

Kramer, who holds CPA, CDFA and CDS certifications, has extensive experience in advising individuals and corporations on tax-related issues.

“We always strive to further our education to better serve our wide variety of clients that are dealing with timely issues,” said Harvey Wallace, managing partner at Brown Smith Wallace. “For more and more people, Social Security is going to provide an important part of their retirement income. With our clients’ ultimate financial goals in mind, obtaining this certification is valuable for Roy as he continues to advise clients on tax-related matters.”

With more than 3 million people set to retire this year, Kramer believes it is vital to review Social Security benefits in the context of overall retirement funds.

“Many people think Social Security won’t be around for their retirement, so they don’t factor it in to their plan, but most likely you will see some benefits,” says Kramer. “There are many strategies that can be easily overlooked to maximize benefits.”The NSSA program includes extensive training on Social Security options and makes financial professionals uniquely qualified to help the growing number of baby boomers. This program is believed to be the only one of its kind in the country.

For more information about the NSSA certification program, visit nationalsocialsecurityconsulting.com.