Social Security and Medicare: Planning for You and Your Clients Webcast
Dec 13 8:00 - 4:00 p.m.
4-Tax; 4-Tax CPE Credits
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues. Highlights
A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits
Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit
Qualification: Has the client retired? How business entities may be used for Social Security advantage
Income taxation of Social Security: avoidance tactics
Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?
When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?
When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70
Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?
Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits
IRAs: Is it time to convert to a Roth?
Medicare, Part D prescription drugs: what retirees need to know
PICPA Member: $259 Nonmember: $359
Accepted for CFP.
Surgent McCoy CPE LLC
John L. Evanich Jr., CPA
John is a retired tax partner, formerly with CohnReznick, LLP -- the
10th-largest CPA firm in the country. For more than 40 years, John specialized
in working with professional service businesses, LLCs, LLPs, and S corporations
on tax planning and other tax matters important to them. John has represented
taxpayers on hundreds of IRS appeals and court petitions.
With over 40 years of experience in public accounting, John is a past
president of the Connecticut Society of CPAs (CTCPA), a past member of their
Board of Governors, and a former trustee of their Educational Trust Fund. He is
also a former member of AICPA Council. He is a member of the American Institute
of CPAs. In 2015 and 2016, he received the Surgent Outstanding Discussion Leader
Award because of his consistently high evaluations for knowledge and
presentation skills. He has also served as chairman of many CTCPA committees,
most notably the Federal Taxation, State Taxation, Public Relations, and
Technical Consultation Services committees.
Mr. Evanich has lectured and written extensively on tax issues, both locally
and nationally. John has also testified on tax matters of concern to middle- and
upper-income taxpayers, as well as small businesses, before the Ways and Means
Committee of the U.S. House of Representatives, as well as various Connecticut
state legislative committees.
Mr. Evanich received a bachelor’s degree in accounting with honors from the
University of Bridgeport, Connecticut and completed all course work in the
Master’s in Taxation program at Pace University in New York City.