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Social Security and Medicare: Maximizing Retirement Benefits Webcast

CPE

When
Nov. 19
12:30 - 4:00 p.m.

CPE Credits
4-Tax

Details

 Pricing

PICPA Member: $145 | Nonmember: $195

CLE Credit Add-On: $25


 More Information

Course No.
736302
Level
Intermediate
Prerequisites
Basic knowledge of Social Security and Medicare
Note
This is a four-credit seminar.

Description

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


Speaker(s)

Gregory Carnes

Florence, AL

 

 

Dr. Gregory Carnes serves as Dean of the College of Business at the University of North Alabama.  He came to UNA in 2007 as the Raburn Eminent Scholar of Accounting.   He currently serves as Chair of the Education Committee of the Alabama Society of CPAs and as President of the North Alabama ASCPA chapter.

 

He previously served as President of the Accounting Program Leadership Group, President-Elect of the Federation of Schools of Accountancy, and Secretary of the American Taxation Association.  Dr. Carnes previously served as chair of the Department of Accountancy at Northern Illinois University and Dean of the College of Business at Lipscomb University.

 

 Dr. Carnes has published approximately 30 articles in journals such as The Journal of Economic Psychology, Journal of the American Taxation Association, Advances in Taxation, The Journal of International Accounting, Auditing, and Taxation, The Tax Adviser, Taxation for Accountants, Taxation for Lawyers, and The CPA Journal.

 

 He is a contributing author on South-Western Federal Taxation: Individual Income Taxes, a popular textbook used in undergraduate taxation courses. He also authors material for Wiley/CPA Excel, one of the nation’s leading CPA Review courses. He has also provided tax training for national accounting firms and the AICPA.  He is a member of the AICPA, the American Accounting Association, the Alabama Society of CPAs, and the American Taxation Association. 

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