Social Security & Medicare: Maximizing Retirement Benefits

Register Now
  • Date/Time
    • Sep 17, 2018
    • Sign In: 12:00pm (Mountain Time)
    • Program: 12:15pm - 3:45pm (Mountain Time)
    • Add to Calendar
  • Location
    • Your Computer
  • Credits
    • 4.00
  • Credit Type(s)
    • Taxation (4.00)
  • Prerequisites
    • Basic knowledge of Social Security and Medicare

  • Vendor
    • *** ISCPA ***
  • Level
    • Intermediate
  • Fields of Study
    • Taxation

Description

Web version for those Outside the Treasure Valley

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.

Designed For

CPAs, professional accountants and financial advisors

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.

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

Advanced Prep

  • Download PDF manual - view your upcoming events in "My CPE" on website
  • Test your computer/device for compatibility with virtual meeting space well in advance of your webinar

Register Now

Registration is closed. Please contact ISCPA at 208-344-6261 or email cpe@idcpa.org if you have any questions.

Leaders

William Taylor

William (Bill) F. Taylor, CPA

William (Bill) F. Taylor is president of Renasant Bank in Water Valley, Mississippi and an Employee Benefit Advisor for Renasant Financial Services. He is the author of several books and his articles have appeared in numerous publications.

Taylor has been an employee benefit and investment consultant for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson office of KPMG Peat Marwick and managing his own firm for 10 of those years. He is a nationally known consultant and speaker and has conducted seminars for the American Society of Pension Professionals and Actuaries, over 40 states’ CPA and Bar associations, and other organizations. He was awarded the Outstanding Discussion Leader award in 2008.

Taylor graduated from the University of Mississippi with a B.B.A. in Banking and Finance and a Master of Accountancy in Taxation.

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