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CPE Self-Study
Social Security and Medicare: Maximizing Retirement Benefits
NASBA FIELD OF STUDY
Taxes
LEVEL
Intermediate
CPE CREDITS
Text: 7.0
Features real-world situations around Social Security and Medicare to help you better advise your clients on their personal financial plans.

CPE On-Demand
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Product details

Help your clients make optimal decisions.

Who Will Benefit?

  • CPAs, professional accountants, and financial advisors

Key Topics

  • 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 percent Medicare surtax on investment income
  • Recent changes to the Medicare law

Learning Objectives

  • Recognize 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.
  • Recall Social Security benefits and the implications retirement age has on those benefits.
  • Identify what types of Social Security survivor benefits are available.
  • Recognize 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.

The long-term future of the American Social Security system which provides retirement, disability, and survivor benefits to millions, is uncertain. This is triggering big concerns for many workers who are paying into the system and need to make decisions about their retirement.

This self-study course features real-world situations around Social Security and Medicare to help you better advise your clients on their personal financial plans. Instructed by Theodore J. Sarenski, CPA/PFS, CFP®, who chaired the AICPA's Personal Financial Planning Executive Committee and Personal Financial Planning Elder Planning Task Force, this course features a manual and 8 online videos to ensure you have the tools you need.

Table of contents
Ratings and reviews
Author(s)

Theodore J. Sarenski, CPA/PFS, CFP(R)

Theodore J. Sarenski, CPA/PFS, CFP®, is a longtime AICPA volunteer who has chaired the Personal Financial Planning Executive Committee and Personal Financial Planning Elder Planning Task Force. He has also served on the National CPA Financial Literacy Commission and as a member of the Personal Financial Planning Division's Thought Leadership Task Force. In 2013, Sarenski received the AICPA Personal Financial Planning Distinguished Service Award. He is also a frequent lecturer who presents on financial planning topics for a variety of organizations and an author who wrote The CPA's Guide to Social Security Planning and contributes to several publications. Theodore J. Sarenski, CEO and president of Blue Ocean Strategic Capital LLC, received the AICPA's Sidney Kess Award for Excellence in Continuing Education.

Publisher

American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

Price:
$189.00
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Estimated total:
$189.00
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CREDIT INFO
CPE credits
Text
: 7.0
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
None
ADVANCE PREPARATION
None
Delivery Method
QAS Self-Study
Course acronym
CL4SSM
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