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Surgent's Social Security and Medicare: Planning for You and Your Clients

 Various
 
8.0
Registration is Open
Member Price
$279.00 Regular Registration
Your Price
$293.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Fri, 06/13/2025 from 9:00 am to 5:00 pm
 Wed, 07/23/2025 from 9:00 am to 5:00 pm
 Thu, 09/11/2025 from 9:00 am to 5:00 pm
 Mon, 10/27/2025 from 9:00 am to 5:00 pm
 Mon, 11/24/2025 from 9:00 am to 5:00 pm
 Mon, 12/15/2025 from 9:00 am to 5:00 pm
 Tue, 01/20/2026 from 9:00 am to 5:00 pm
 Fri, 01/23/2026 from 9:00 am to 5:00 pm
 Currently available
 Currently available
Designed For:

Practitioners who have clients contemplating receipt of Social Security

Prerequisite:

None

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.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • 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

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.