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Social Security and Medicare: Maximizing Retirement Benefits (158-15)
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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 what matters, 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.

12/29/2015
When: 12/29/2015 PM
12:00 PM - 3:30 PM
Where: UACPA Training Facility
136 S Main Street, Suite 510
Salt Lake City, Utah  84101
United States
Presenter: Michael Blackburn, J.D., CPA
Contact: April Deneault
801-834-6634


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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 what matters, 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.

 

Objectives:

• Describe the role of the Social Security Administration and how FICA applies to the funding of Social Security, and Medicare benefits.
• Identify the benefit eligibility issues.
• Determine Social Security benefits and the implications retirement age has on those benefits.
• Identify what types of Social Security survivor benefits are available.
• Describe the disability income benefits and the multiple factors that can impact those benefits.
• Identify coverages and costs associated with Medicare and what it does not cover.

 

Major Subjects:

• 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 new 3.8% Medicare surtax on investment income

 

Designed for:

CPAs, professional accountants, and financial advisers.

 

Prerequisite: 

Basic knowledge of Social Security and Medicare.


Advanced Prep: None

 

Speaker: Michael Blackburn, J.D., CPA

Vendor: AICPA

Field of Study: Tax

Level: Intermediate

CPE Credit: 4 Hours

Acronym: CL4SSM

 

 
Registration Fees:                           
Members                
Nonmembers     

$165 $195


 

Meet the Speaker:

MICHAEL D. BLACKBURN, J.D., CPA
Blackburn & Stoll, LC/Salt Lake City, Utah Michael D. Blackburn is a shareholder in the Salt Lake City law firm of Blackburn & Stoll, LC., where his practice focuses on estate planning, tax planning, and issues affecting small business. He is a past chairman of both the Estate Planning Section and the Tax Force on Multi-Disciplinary Practice of the Utah State Bar. He is the past President of the Utah Association of Certified Public Accountants, served five years on the AICPA Council and two years on the Uniform Accountancy Act Task Force for AICPA/NASBA. He recently completed a six-year term as Chairman of the Utah Board of Accountancy. Mr. Blackburn has authored two books on estate and financial planning, has drafted several pieces of legislation, and has written numerous published articles and papers on a variety of legal and tax topics. He is a frequent instructor who has taught course in more than 300 cities spread over 47 states in the last 30 years. He received the American Institute of Certified Public Accountant’s Outstanding Instructor Award in 1989, 1999, 2012 and 2013; and was chosen as Utah’s Outstanding CPA in 1997; was elected as a fellow of the American College of Trust and Estate Counsel in 1993; and has been recognized by Best Lawyers in America each year since 2008. Mr. Blackburn is an adjunct professor at the University of Utah, teaching classes in individual income taxes, partnership taxation, tax strategies, and tax controversy resolution. He received his B.S. degree in accounting magna cum laude from the University of Utah and his J.D. degree from Stanford University.


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