Social Security & Medicare: Planning for You & Your Clients


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.


* 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


* 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

Who Should Attend

Practitioners who have clients contemplating receipt of Social Security

Required Knowledge


Advanced Prep


Event Speaker(s)

Neil Brown ( Surgent McCoy CPE, LLC, Devon, PA ),

Additional Event Information

Check-in for all in-person events begins one hour prior to event start time. Also, be sure to allow enough time for traffic, parking, and check-in. If you should arrive late or depart early, you must adjust your CPE credit accordingly.

Share This Event

Event Vendor:Surgent McCoy CPE, LLC
Field of Study:Taxes
Level: Basic
Other:Enrolled Agent

Event Type:Seminar
NASBA Instructional Method:Group Live
Event Code:S0006120

Registration Fees

Early Bird Rate expires October 29, 2020

Registration FeeEarly BirdRegular
NCACPA Member$245.00$295.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.