Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now
Nov 1 8:00 - 4:00 p.m.
Wyndham Philadelphia-Bucks County Feasterville-Trevose - Map
8-Tax CPE Credits
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.
653001
Level:
Basic
Prerequisites:
None
Notes
Accepted for
CFM, CFP®, ChFC, CLU, CMA, and IRS credits.
Speaker(s)
Michael Reilly
Michael E. Reilly
Michael E. Reilly, CPA, ChFC, CLU, CASL Sole
Practitioner
Michael E. Reilly, CPA,
is a sole practitioner with offices in West Chester, PA. His
practice focuses on tax and financial planning and consulting for
individuals and small businesses.
In addition to maintaining his practice, Mr. Reilly has been an adjunct
professor at several colleges and was a visiting professor of Economics and
Business at Lafayette College.
Mr. Reilly earned his bachelor’s degree in business administration with an
accounting concentration from Temple University and his master of taxation
degree from Villanova University School of Law. He also holds the Chartered
Financial Consultant (ChFC) and Chartered Life Underwriter (CLU)
designations from the American College.