Print Page   |   Your Cart   |   Sign In   |   Join
(1910401) Social Security and Medicare: Maximizing Retirement Benefits
View Registrations Tell a Friend About This EventTell a Friend
 

The U.S. Social Security system provides retirement, disability and survivor benefits to millions of Americans. But your clients who are currently paying into the system may have questions about the long-term future of Social Security and Medicare. Attend this webcast to learn about FICA, Medicare tax and more. We will cover real-world examples, so you can advise your clients on making optimal Social Security and Medicare decisions.

4/6/2020
When: 04/06/2020
12:30 PM
Where: Webcast
AICPA
1910401:0986D9919B6E2EB1CBF3FD93941FFB32
United States
Presenter: Ted Sarenski


Online registration is closed.
« Go to Upcoming Event List  

Acronym 1910401
CPE 4
Vendor AICPA
Category
Taxes
Level Intermediate
Yellow Book? N
Registration Fees
Members* $179
Non-Members $229

*The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801-466-8022, Monday through Friday, 8am to 4pm.

Course Description

The U.S. Social Security system provides retirement, disability and survivor benefits to millions of Americans. But your clients who are currently paying into the system may have questions about the long-term future of Social Security and Medicare. Attend this webcast to learn about FICA, Medicare tax and more.

Objectives

  • Recall 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.

* Identify the disability income benefits and the multiple factors that can impact those benefits.

* Identify coverages and costs associated with Medicare

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

Designed For: * CPAs and professional accountants * Financial advisers

Prerequisite: Basic knowledge of Social Security and Medicare

Note: Login instructions will be provided by the webcast vendor.

Membership Management Software Powered by YourMembership  ::  Legal