October 20, 2020 8:00am – 11:30am Map & Directions 602-252-4144

Webcast: Social Security and Medicare: Maximizing Retirement Benefits (8-11:30)

Description

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.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

7:30am

Fees

Member:
$160
Non-CPA Staff:
$210
Non-CPA Staff (100% club):
$160
Non-CPA Staff (sole proprietor):
$160
Non-Member:
$210
Webcast
Taxation
4

Objectives

Appreciate 990 definitions and tax conventions employed in reporting on all aspects of financial statements (Parts VIII, IX, and X).

Course Level

Intermediate

Vendor

AICPA More With This Vendor

Designed For

CPAs, professional accountants and financial advisors.

Prerequisites

Basic knowledge of Social Security and Medicare.

Event Leaders

Davis-Vaughn, Pamela

Rating: 4.42


Pamela J. Davis-Vaughn is a general practitioner providing accounting, tax, and consulting services to clients across the United States from her office in Painted Post, New York. This year she was honored by Surgent McCoy as their top discussion leader of 2010. Davis-Vaughn has designed and taught undergraduate and graduate courses in state and local tax at Texas universities, including Baylor and Texas Tech, and has been a highly rated speaker at the Controller’s Roundtable, a sponsored event for controllers of automobile dealerships in Texas. In addition to her accounting practice, Davis-Vaughn and her husband are owners of One Main Place Farms, an organic farming operation located in upstate New York. Davis-Vaugh has more than 25 years of experience in both public and private accounting sectors. Her public experience ranges from a Big Four firm where she assisted several Fortune 500 companies in restructuring their operations to provide state income and franchise tax savings, participated on the mergers and acquisitions team, and served as the Southwest Area Employment Tax practice leader to providing tax consulting services for closely held businesses of a 16-partner, 100-staff Dallas CPA firm. Her experience in the private sector as CFO of a Dallas based manufacturer servicing the telecom industry and Tax and Accounting Manager of a large independent oil and gas company provides her with significant insight into the challenges faced by those practicing in industry. Davis-Vaughn holds a BS degree in Business and Accounting from the University of Kansas, an MBA from Wichita State University, and has completed post-graduate work in International Tax at New York University. She holds a license to practice in Kansas, Texas, and New York.


More With Davis-Vaughn, Pamela

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.

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