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Friday, August 25, 2023 Live Webcast

Social Security and Medicare: Planning for You and Your Clients (E2308171)

9:00 AM - 4:30 PM EDT

Registration: 8:30 AM EDT


Vendor Platform

8.0 CPE Credits in TX


Social Security seems poised for changes in benefits and eligibility age. This course provides tax and financial planning professionals with the background information on the Social Security system, strategies clients will need in dealing with Social Security and myriad other retirement-related planning issues.

This course features a live instructor and has been specifically designed for the NJCPA.


Practitioners who have clients contemplating receipt of Social Security


  • Identify who is entitled to retirement benefits and in what amounts
  • Identify factors to consider in determining when to take benefits
  • Discuss taxation of Social Security benefits and how this impacts other income tax planning
  • Identify and describe the potential effects of retirement and estate planning strategies and tactics that can enhance overall retirement
  • Explain Medicare and the prescription drug provision; describe the basic supplementary insurance plans that are available to fill in the gaps in basic Medicare coverage


  • Legislative developments
  • 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?
  • Disability benefits
  • When to start Social Security benefits: Advantages and disadvantages at age 62, full retirement age and age 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 and Part D prescription drugs: what retirees need to know








  • Qualifies for CFP credit


Lydia Stutesman

Lydia C. Stutesman, M.Ed.

Lydia Stutesman is a college-level course teacher at Archbishop Edward A. McCarthy High School and University Preparatory in Southwest Ranches, FL, where she teaches Business Entrepreneurship Honors, Personal Finance Honors, TV Production, Communications and Broadcast Journalism, and is the Associate Director of Alumni Relations. Before joining the education system, Mrs. Stutesman had a successful career in healthcare revenue cycle management, holding positions such as Corporate Training Manager, Operations Manager, and Accounts Receivable Special Projects Director for a large pharmacy benefit management and durable medical supply company serving over three million customers. Mrs. Stutesman’s management roles included teams responsible for writing and updating all training documents and manuals, creating and facilitating course curriculum, and managing departments and groups of 50-200 team members and supervisors. Mrs. Stutesman was also responsible for maintaining corporate training compliance for over 700 employees in Florida and Virginia as well as updating all Sarbanes-Oxley controls and key controls for the revenue cycle management department. Mrs. Stutesman’s training experience dates back to 1994 when she served as a retail trainer for a Fortune 500 company. With over 28 years of facilitating, creating and updating educational content via a blended learning solution, Mrs. Stutesman is an accomplished and highly engaging speaker and presenter in the topics of healthcare revenue cycle management, fraud and abuse prevention, corporate compliance, financial planning, organizational leadership, business management, marketing, entrepreneurship, and many other financial topics of interest in today’s diverse and growing virtual climate.


$289.00 - Member

$439.00 - Nonmember

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Note: Online pre-registration will close on August 25 at 8:30 AM.


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Qualifies For

  • CFP