CPE Course Information
General Information
| Course Number: | PB01042023 |
| Course Title: | Jennings-TaxSpeaker Social Security & Medicare - 8 hours |
| Description: | Webinar Bundle credits not valid on this webinar. Nearly ten years ago Bob Jennings CPA, CFP® wrote his first Social Security book, the Amazon best-selling “Guide to Social Security”. We began offering this class as a live course with Bob in 2013, and then also with Ron Roberson in 2016. The response from class participants has been incredible, and after presentations at the AICPA High Income Tax Conference, as well as at several national conventions, this course has become one of our most popular non-tax topics. In the class (and the accompanying 200-page manual) we discuss qualifying for benefits; benefits for divorcees, widows and widowers; dependent children; disabled children; planning to maximize benefits, and special issues such as windfall elimination and government pension offsets. We even show you how the benefit is calculated; how to sign up; and how to add Social Security consulting to your office. This course also includes a short review of Medicare. Updated to include the latest 2020 amounts, we guarantee the value of this class to you both personally and professionally. Course Objectives Upon completion of this course you will be able to explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information. You will be able to guide clients through the process of applying for Social Security benefits and inform them about the various health insurance benefits they are eligible for under Medicare. Participants will be able to provide married couples with strategies to receive the maximum benefit as well as planning advice on when clients should begin to withdraw their benefits. You will be able to explain divorce issues to clients, as well as when they are eligible for benefits, how their benefit amount is determined, and when they will qualify for survivors benefits. You will be able For most Americans the decision to take Social Security is the 2nd biggest financial decision of their life after buying a home. The constantly changing rules, the income tax interaction with benefits, retirement, disability and Medicare makes this an inter-related decision of tax compliance, planning and decision making. This course discusses the taxability of benefits at the beginning, and then examines the myriad rules for qualifying income, divorce, disability, survivors and children’s benefits and how they are determined and taxed. It concludes with a discussion of what kind of taxable income provides Medicare coverage, what Medicare covers (and doesn’t) and tax related deductions for premiums, co-pays and supplemental insurance plans. |
| Speaker: | Bob Jennings CPA, EA |
| Knowledge Level: | Basic |
| Sponsor: | PSTAP - State |
| Date: | 06/06/2023 |
| Number of Days: | 1 |
| Location: | Webinar |
| Address: |
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| CPE Credits: | 8 Credits Tax (Federal) |
| Host Chapter(s): | State |
Registration Information
| Registration Begins: | |
| Start Time: | 9:00 a.m. |
| End Time: | 5:00 p.m. |
Pricing
| PSTAP Member Rate: | 300.00 |
| Non-Member Rate: | 375.00 |
Cancellation Policy
| No refunds will be granted after link to access webinar has been sent. Please check spam/junk folder. No show, no refund. |
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