Social Security and Medicare: Maximizing Retirement Benefits

Description

Our Social Security system provides retirement, disability, and survivor benefits to
millions of Americans. The long-term future of Social Security and Medicare is
uncertain, triggering concerns for many workers who are now paying into the
system. Attend this course to learn about FICA, the Medicare tax, and more. You
will cover real-world situations and use the tools provided to advise your clients to
make optimal decisions when it comes to Social Security and Medicare.

Learning Objectives

CPAs, professional accountants,
and financial advisers not covered.

Major Topics

• What Medicare will and will not do
• Managing Medicare gaps
• Analyzing the wide menu of Social Security benefits
• Social Security benefits for workers and families: retirement, survivor,
disability, and death benefit
• Tax impact of social security premiums and benefits
• Impact of the 3.8% Medicare surtax on investment income
• Recent changes to the Medicare law

Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Tax
Tax; Taxation
Taxation
CPE Field of Study
Taxes
4
Who Should Attend

CPAs, professional accountants,
and financial advisers

Instructor(s)
David Peters
Prerequisites

Basic knowledge of Social
Security and Medicare

Advanced Preparation

None

Location
LIVE-ONLINE Webcast
Event Information
When
Nov 21, 2022
12:00 pm - 3:30 pm EDT
Location
LIVE-ONLINE Webcast
Total CPE Credits
4
Format
Live Webcast

MEMBER


$ (% off)
$160.00

NON-MEMBER


$ (% off)
$210.00
Become A Member

Register for this Event

Social Security and Medicare: Maximizing Retirement Benefits


Loading
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×