(CPE Savers) Social Security and Medicare: Maximizing Retirement Benefits

Code: CS-SSM4

Date Wednesday, July 31, 2019
Time 8:30am - 12:00pm
Central Time
Location Minnesota Society of CPAs
1650 W 82nd St Ste 600
Bloomington, MN 55431-1458
Map & directions
CPE credits CPE 4.0
of study
Taxes - Technical (4.0)
Instructor Zachary Ryan, CFE,CPA
Lethert, Skwira, Schultz & Co., LLP
Standard member fee $99.00
checkmarkStandard nonmember fee $129.00

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The Social Security system provides retirement, disability and survivor benefits to millions of Americans, but the future of Social Security and Medicare is uncertain, triggering concerns for many workers. Gain insights on these systems and explore planning strategies to help clients make optimal decisions related to these crucial retirement benefits.

This course is part of the CPE Savers program, seminars led by new MNCPA instructors.

Who should take this program?

CPAs and financial advisers in public practice

Major subjects

  • What Medicare will and will not do
  • Managing Medicare gaps
  • Federal Insurance Contributions Act (FICA)
  • The wide menu of Social Security benefits
  • Social Security benefits for workers and families -- retirement, survivor, disability and death benefits
  • 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

Learning objective(s)

  • Recall the role of the Social Security Administration and how FICA applies to the funding of Social Security and Medicare benefits
  • Identify benefit eligibility issues
  • Determine Social Security benefits and the implications retirement age has on those benefits
  • Identify what types of Social Security survivor benefits are available
  • Identify the disability income benefits and factors that can impact those benefits
  • Identify coverages and costs associated with Medicare and what it does not cover


Course code Code CS-SSM4
Sponsor MNCPA
NASBA ID#: 139884
Level Intermediate
Format Group Live
Prerequisites Prereq. Basic knowledge of Social Security and Medicare recommended.