Social Security and Medicare: Maximizing Retirement Benefits

Nov 21
12:30 - 4:00 p.m.

Pennsylvania Institute of CPAs
Philadelphia - Map

4-Tax
CPE Credits

Understand the role of the Social Security Administration and how FICA applies to the funding of Social Security and Medicare benefits. Identify the benefit types, eligibility, and factors that can impact benefits issues. Identify coverages and costs associated with Medicare.
Highlights
  • Managing Medicare gaps
  • 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

Registration

PICPA Member: $139
Nonmember: $189

More Information

Course No. 736300 Level: Intermediate

Prerequisites: Basic knowledge of Social Security and Medicare

Notes

This is a four-credit seminar.

Park for free!
Enjoy free parking at the Sonesta Philadelphia Downtown at 1800 Market St., which is located directly across the street from the PICPA. Show us your parking voucher when you check-in, and we'll give you a free parking pass. Offer expires Dec. 31, 2019

Speaker(s)

Charles Borek