December 2, 2022 8:00am – 3:30pm Map & Directions 602-252-4144

Social Security and Medicare: Planning for You and Your Clients

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


Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security and the myriad other related retirement planning issues.


Arizona Society of CPAs
4801 E Washington St Ste 180
Phoenix, AZ 85034-2040

Registration Time



Non-CPA Staff:
Non-CPA Staff (100% club):
Non-CPA Staff (sole proprietor):


  • Identify who is entitled to retirement benefits and in what amounts.
  • Identify factors to consider in determining when to take benefits.
  • Discuss taxation of Social Security benefits and how this impacts other income tax planning.
  • Identify and describe the potential effects of retirement and estate planning strategies and tactics that can enhance overall retirement.
  • Explain Medicare and the prescription drug provision; describe the basic supplementary insurance plans that are available to fill in the gaps in basic Medicare coverage.

Course Level



Surgent McCoy CPE, LLC More With This Vendor

Designed For

Practitioners who have clients contemplating receipt of Social Security.



Event Leaders

Taylor, William F

Rating: 4.68

William F. (Bill) Taylor, CPA is President of Lifetime Financial Solutions, LLC, a financial coaching firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS, he has served as an adjunct assistant professor in the MBA program at the University of Mississippi. 

Taylor has worked in the employee benefit and investment fields for over 25 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS, office of KPMG Peat Marwick and managing his own firm since 1999. A nationally known consultant and speaker, 

Taylor has conducted seminars for the American Institute of Certified Public Accountants, the American Society of Pension Professionals & Actuaries, CPA and bar associations in 45 states and many private organizations. He has been awarded both the AICPA Outstanding Discussion Leader award and the James L. McCoy Discussion Leader of the Year Award from Surgent CPE. Taylor is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.

More With Taylor, William F


  • Legislative developments.
  • A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits.
  • Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit.
  • Qualification: Has the client retired? How business entities may be used for Social Security advantage.
  • Income taxation of Social Security: avoidance tactics.
  • Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?
  • When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?
  • Disability benefits.
  • When to start Social Security benefits: Advantages and disadvantages at ages 62, 66 and 70.
  • Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?
  • Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits.
  • IRAs: Is it time to convert to a Roth?
  • Medicare, Part D prescription drugs: what retirees need to know.

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