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Monday, December 20, 2021 Live Webcast

Social Security and Medicare: Maximizing Retirement Benefits (E2112142)

1:00 PM - 4:30 PM EST

Registration: 12:30 PM EST

webcast

ON24

4.0 CPE Credits in AA

OVERVIEW

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.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

CPAs, professional accountants and financial advisors.

BENEFITS

  • 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 and what it does not cover.

HIGHLIGHTS

  • 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

COURSE LEVEL

Intermediate

PREREQUISITES

Basic knowledge of Social Security and Medicare.

INSTRUCTOR

Dennis Riley

Dennis P. Riley, CPA, M.B.A.

Dennis Riley, CPA

Dennis Riley has more than 35 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. He is a frequent lecturer on topics related to taxation and closely held businesses. He has received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Riley's experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.

PRICING

$189.00 - Member

$264.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 20 at 12:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

AICPA/NJCPA