October 19, 2021 8:00am – 11:30am Map & Directions 602-252-4144

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

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

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

  • 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.

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

Peters, David

Rating: 4.71


David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. Peters has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. Peters was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.

Currently, Peters is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. Peters holds four masters degrees, and is pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. Peters was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.


More With Peters, David

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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