Web Events

Social Security and Medicare: Maximizing Retirement Benefits

DeliveryType:  Video Webcast
    Select Date & Time:
  • $159.00-$199.00
    Social Security and Medicare: Maximizing Retirement Benefits 09:00 am - 01:00 pm ET Product #: VCL4SSM054
    Add to Calendar 10/26/2017 09:00:00 10/26/2017 13:00:00 America/New_York AICPA Webcast: Social Security and Medicare: Maximizing Retirement Benefits
    Attend this webcast event to learn about FICA, the Medicare tax, and more so you can advise your clients to make optimal decisions when it comes to Social Security and Medicare.
    Register at http://www.aicpastore.com/Tax/PRDOVR~PC-VCL4SSM/PC-VCL4SSM.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $159.00
    Non-Member: $199.00

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.

Topics Discussed

  • 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 new 3.8% Medicare surtax on investment income
  • Recent changes to the Medicare law

Learning Objectives

When you complete this webcast you will be able to:

  • 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.

Important Information on Your CPE Credit


Group Viewing Option

Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Enter the number of attendees in the quantity box above.

Number of Attendees Non-Member Member

1 - 4

$199 $159

5 - 9

$179 $145

10 - 20

$169 $135

21 +

$159 $129

Your order confirmation will include an instruction document for group viewing and earning CPE credit (please review prior to the start of the event) and information on how to access the webcast.

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Speaker Bio

Janemarie Mulvey

Economist and award-winning author Janemarie Mulvey, PhD, has more than 25 years' experience in the analysis of retirement, health care, and tax policy. During the enactment and implementation of the Affordable Care Act, she served as a Senior Health Economist at the Congressional Research Service. She also served as Chief Economist for the Small Business Administration's Office of Advocacy. She recently authored Health Reform: What Small Businesses Need to Know Now!

Dr. Mulvey has written extensively on Social Security and Medicare issues and was co-author of Entitlements and the Elderly: Protecting Promises and Recognizing Realities. Her career includes Director of Economic Research at the American Council of Life Insurers, and Deputy Director of the Research Information Center at Watson Wyatt Worldwide. Earlier in her career, she was an Economist at the Urban Institute and AARP.

William F. (Bill) Taylor, CPA

Bill Taylor is the President of Renasant Bank in Water Valley, Mississippi and an Employee Benefit Advisor for Renasant Financial Services. Bill has been an employee benefit and investment consultant for nearly 20 years. He began his career as the Employee Benefits Coordinator in the Jackson office of KPMG Peat Marwick and managed his own firm for 10 of those years.  

A nationally known consultant and speaker, Bill has conducted seminars for the American Institute of Certified Public Accountants, the American Society of Pension Professionals and Actuaries, over 40 states CPA and Bar Associations, and other organizations. He was named an AICPA Outstanding Discussion Leader in 2008. Bill is also the author of Taxation of Employee Benefits, Volume I and Volume II, and his articles have appeared in numerous publications.

System Requirements