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Tuesday, December 7, 2021 Live Webcast

Social Security and Medicare: Planning for You and Your Clients (E2112181)

9:00 AM - 4:30 PM EST

Registration: 8:30 AM EST

webcast

Vendor Platform

8.0 CPE Credits in TX

OVERVIEW

Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.

DESIGNED FOR

Practitioners who have clients contemplating receipt of Social Security.

BENEFITS

  • Identify who is entitled to retirement benefits and in what amounts
  • Identify factors to consider in determining when to take benefits
  • Discuss taxation of Social Security benefits and how this impacts other income tax planning
  • Identify and describe the potential effects of retirement and estate planning strategies and tactics that can enhance overall retirement
  • Explain Medicare and the prescription drug provision; describe the basic supplementary insurance plans that are available to fill in the gaps in basic Medicare coverage

HIGHLIGHTS

  • Legislative developments
  • Maximizing joint Social Security benefits
  • Retirement benefits: What the amount of benefits is in various circumstances; how the amounts are distributed within the family unit
  • How business entities may be used for Social Security advantage
  • Income taxation of Social Security: avoidance tactics
  • Spousal benefits
  • Hiring the spouse: When is it effective?
  • Disability benefits
  • Going on Social Security: advantages and disadvantages at ages 62, 66 and 70
  • Pensions distribution strategies
  • IRAs: Is it time to convert to a Roth?
  • Medicare and Part D prescription drugs

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • This seminar qualifies for CFP credit.

INSTRUCTOR

Edward Harter

Edward A. Harter, CPA

Surgent Professional Education

Edward A. Harter is a general practitioner in Canton, Ohio who provides accounting and tax services to his clients. Ed has been a partner in a multi-office firm with ten partners, a one-office firm with two partners, and a sole practitioner with only one support person. He has instructed CPE programs for 46 years and has presented CPE in all 50 states with consistent "excellent" ratings from program participants. In 2015 and 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. He is continually commended for his ability to reduce complicated tax concepts to understandable English with his "real world" examples. In addition, he has held a number of leadership positions in The Ohio Society of CPAs. Ed is a graduate of Kent State University.

PRICING

$289.00 - Member

$439.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 7 at 8:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

Surgent

Qualifies For

  • CFP