Social Security and Medicare: Maximizing Retirement Benefits
308 | Course | Intermediate | Scheduled
Description
A Live Stream version of this event is available here.
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.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 4.00 | Taxes |
| 3.33 | CLE |
Designed For
CPAs, professional accountants and financial advisors
Prerequisites
Basic knowledge of Social Security and Medicare
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 percent Medicare surtax on investment income
- Recent changes to the Medicare law
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 and what it does not cover.
Notes
TSCPA is working to ensure all in-person events are inviting, comfortable, and most importantly, a safe learning environment. These events are subject to COVID-19-related social distancing and safety protocols as required by the facility, or state and local jurisdiction. Should a course have to cancel due to low registration numbers or other unforeseen circumstances, TSCPA offers the flexibility to switch to the online version if available.
Prices
- Member (Early Bird)
- $169.00
- Non-Member (Early Bird)
- $219.00
- Member
- $194.00
- Non-Member
- $244.00
Instructors
David Peters
David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry.
David was the first-ever Chief Financial Officer at Compare.com – a position he held for over three years. He is a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and he was a recipient of Surgent's Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs and was a recipient of The American College of Financial Services' 2019 NextGen Financial Services Professional Award.
He holds four master's degrees and is currently pursuing his Ph.D. in financial planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.
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