Webcast: Social Security and Medicare: Maximizing Retirement Benefits (XACL4SSM320)
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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: April 6, 2020
1:30 PM until 5:30 PM
Where: Webcast
AICPA
1910401:0986D9919B6E2EB1CBF3FD93941FFB32
United States
Presenter: Ted Sarenski


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Acronym XACL4SSM320
CPE 4 hours
Vendor AICPA
Category
Tax
Level Intermediate
Yellow Book? No
Registration Fees
Members* $179
CPA Non-Members $229

*The member rate applies to LCPA members, other state CPA society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Texas CPAs: Our Texas State Board of Public Accountancy Sponsor number is #010423.

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. We will cover real-world examples, so you can advise your clients on making optimal Social Security and Medicare decisions.

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 (AICPA).