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Date / Time / Location

Monday, December 2, 2019
8:30 AM - 4:30 PM
Registration: 8:00 AM

DoubleTree Suites by Hilton515 Fellowship Road North
Mount Laurel, NJ 08054-3404
856-778-8999

CPE Credits

  • 8.00 CPE Credits in TX

Pricing

  • $379.00 - Non Member
  • $279.00 - Member

Course Developer

Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including passthrough K-1s, home office issues, hobby losses, rental property, hiring spouses, depreciation, §179 issues, amortization and more! Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law. This course follows a highly illustrative case study format to increase participant comprehension and retention.

Our Social Security system provides retirement, disability and survivor benefits to millions of Americans. The long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. Attend this course to learn about FICA, the Medicare tax and more. You will cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare.

Designed For

CPAs, professional accountants and financial advisors

Benefits

  • Identify common mistakes made on individual tax returns
  • Determine strategies to avoid making mistakes on individual tax returns
  • Recall the role of the Social Security Administration and how FICA applies to the funding of Social Security and Medicare benefits
  • Identify the 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 the multiple factors that can impact those benefits
  • Identify coverages and costs associated with Medicare and what it does not cover

Highlights

  • Common tax form errors: Form 1040; Schedule A; Schedule B; Schedule C; Schedule D; Schedule E; Form 4562; Form 4797
  • What Medicare will and will not do
  • Managing Medicare gaps
  • Analyzing the wide menu of social security benefits
  • 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% Medicare surtax on investment income
  • Recent changes to the Medicare law

Course Level

Intermediate

Prerequisites

Basic knowledge of Social Security and Medicare.

Advance Preparation

None

Additional Notes

  • This seminar is not eligible for the AICPA discount.

Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.

Pre-Registration Closed

Online pre-registration for this event is now closed.

Andrew Blum

Andrew F. Blum, CPA, J.D., LL.M., BBA

ANDREW F. BLUM, J.D., LL.M., CPA A. F. Blum, Attorney-CPA/Stuart, Florida Andrew is currently working as an independent attorney, CPA and speaker on estate, tax, retirement and financial planning.

Before working on his own, Andrew worked as a financial advisor with two major wire houses. He developed financial, retirement and estate plans, and implemented those plans.

From 1989 until his retirement in 2011 at the rank of Commander, Andrew was a JAG Corps attorney with the US Navy Reserves. His diverse legal work included military justice prosecution, military disability law, international law, health care law, environmental law, tax law, estate planning and he developed & implemented the Navy Electronic Tax Filing Program. Of his 22 years with the Navy he served 4 times on active duty totaling 12 years.

From 2004 to 2011, he was a trial attorney for the State of Florida in various capacities and agencies when not on active duty.

He was in private law practice from 1996-2000 in Pinellas County, FL concentrating in estate planning and compliance, tax planning and compliance, pension and small business law. He also was in private law practice in Broward County, FL from 1987 to 1989 also concentrating in estate planning and compliance, tax planning and compliance, pension and small business law.

Prior to attending law school he worked in the audit and tax departments of Coopers & Lybrand in their Fort Lauderdale office.

Andrew received his J.D from Nova Southeastern University and an LL.M in Taxation from the University of Miami. He also has his B.B.A. from the University of Miami.

He has been a Florida CPA since 1982 and a Florida Attorney since 1986.

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Pre-Registration Closed

Online pre-registration for this event is now closed.