P Sessions
Wednesday, November 19,
12:40 p.m. - 1:55 p.m.
P1. Enhance Your Understanding of Social Security and Medicare Eligibility
Speaker(s): Brian Rudolph
NASBA field of study: Specialized Knowledge - Technical (1.5)
More than 70 million Americans rely on Social Security as part of their retirement income, yet many remain unsure of the best claiming strategies. Explore filing options and learn how financial professionals can guide clients — whether single, married, divorced, or widowed — toward the best decisions for their situation. Learn how to maximize benefits through strategies like suspending payments for delayed retirement credits, understand spousal and family benefits and navigate Medicare Parts A–D, including IRMAA and premium adjustments.
Thank you for your interest in the Social Security Administration (SSA) session. Due to the government shutdown, SSA has suspended participation in this year’s Tax Conference. If the government reopens before TAX25, the session may still proceed. We’ll share updates on Session P1 and confirm whether to attend Session P2 or P3 instead.
P2. Choosing the Best Retirement Plan for Small Business Clients
Speaker(s): George Koutelieris, Greg White
NASBA field of study: Specialized Knowledge - Technical (1.5)
Small business owners have more retirement plan options than ever, but choosing the right one requires careful analysis of each client’s goals and circumstances. Learn to confidently compare and recommend plans such as SEP-IRAs, SIMPLE IRAs, 401(k)s, Roth and Traditional IRAs, and defined benefit plans. Understand how to evaluate payroll implications, calculate maximum deductions and identify the most advantageous plan based on client needs.
YP FriendlyP3. AI Tools: Microsoft Copilot
Speaker(s): Tommy Stephens
NASBA field of study: Computer Software & Applications - Non-Technical (1.5)
Artificial Intelligence (AI) has taken the business world by storm. One of the leading AI platforms for businesses is Microsoft’s Copilot offering. Learn how Copilot resembles other AI offerings, like ChatGPT and Gemini, and how it is different. Also, learn how you can incorporate Copilot into everyday tools such as Excel, Word, Outlook and PowerPoint. Further, we will discuss and demonstrate how you can use Copilot to take advantage of “agentic AI” to leverage Copilot to its fullest.