Gather financial and tax planning strategies that combine Social Security with other retirement and estate planning tools. Identify who is entitled to retirement benefits, and determine when to take them. Understand Medicare, the prescription drug provision, and supplemental insurance. Highlights
Recent legislation
Joint Social Security benefits
Benefit distribution
Business entities for Social Security advantages
Spousal benefits
Income tax of benefits
Coordinating benefits
Medicare Part D prescription drugs
Disability benefits
Pensions
Social Security at 62, 66, or 70
Registration
PICPA Member: $275 Nonmember: $375
More Information
Course No. 653000Level: Basic
Prerequisites:
None
Notes
Accepted for
CFM, CFP®, ChFC, CLU, CMA, and IRS credits.
Speaker(s)
Susan Smith
Susan Smith, CPA
Susan Smith manages her own firm specializing in tax planning for individuals
and business owners and is also a frequent speaker at tax conferences.
Smith spent 14 years as a Senior Manager in the tax departments of Price
Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price
Waterhouse, she also held the national specialist designation for the real
estate and partnership tax practices locally. During her time at Peat Marwick,
Smith led the real estate and tax practices locally. She has been an associate
adjunct professor at Widener University in the master’s in taxation program. Her
ratings have consistently exceeded 4.7 on a scale of 5.0. Also, she recently
received the James L. McCoy 2008 Discussion Leader of the Year Award for
excellence in teaching.
Smith earned her Bachelor of Business Administration degree, with an
accounting concentration, in 1978.