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Monday, December 2, 2019 Live

Reviewing Individual Tax Returns: What Are You Missing?/ Social Security and Medicare: Maximizing Retirement Benefits (E1912511)

8:30 AM - 4:30 PM EST

Registration: 8:00 AM EST

DoubleTree Suites by Hilton

515 Fellowship Road North
Mount Laurel , NJ 08054-3404

8.0 CPE Credits in TX


Sharpen your 1040 review skills 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. Discuss issues including passthrough K-1s, home office, rental property, depreciation, §179 and more. In the second half of this program learn about FICA, the Medicare tax and more. We'll 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.


CPAs, professional accountants and financial advisors


  • 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


  • 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




Basic knowledge of Social Security and Medicare.




  • This seminar is not eligible for the AICPA discount.

Course materials are distributed electronically. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.


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.


$379.00 - Nonmember

$279.00 - Member

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