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Wednesday, October 30, 2024 In-personMonmouth/Ocean Chapter

Medicare, Social Security and Retirement Tax Planning Strategies (E2410489)

8:30 AM - 11:30 AM EDT

Spring Lake Manor

415 Highway 71
Spring Lake , NJ 07762

3 CPE Credits in SK

OVERVIEW

Join us for an interactive discussion on retirement plans and tax strategies, as well as Medicare and Social security updates.

DESIGNED FOR

CPAs/accountants in public practice, CPAs/accountants in private industry and business owners.

BENEFITS

  • Learn about strategies and solutions for maximizing tax planning in retirement.
  • Get helpful tips and updates regarding Medicare and Social Security.

HIGHLIGHTS

Taxes in Retirement

  • An understanding of the basic structure of income taxation in retirement
  • A review of changes spark by recent tax law changes: Tax Cuts and Jobs Act, SECURE Act
  • Specific strategies available to diversify taxable income sources
  • Avoiding the major pitfalls that retirees face in regard to their taxes

 

Medicare Makeover

  • How Medicare Parts A, B, C and D work with each other
  • The Medicare enrollment process
  • How much you will pay for all facets of Medicare insurance
  • Which is the better route to go: Original Medicare versus Medicare Advantage
  • Should workers over age 65 still be enrolled in their company’s group health insurance plan?
  • The best Part D prescription drug plan to be in

 

Top 25 Social Security Myths Debunked

  • Debunking common Social Security Myths regarding rules and eligible benefits
  • An understanding of the basic rules governing Social Security
  • A review of the spousal, survivor, child, divorce and other important rules
  • Specific strategies available to maximize eligible Social Security benefits
  • Strategies specific to high-net-worth individuals and for charitable planning

SPONSORED BY







COURSE LEVEL

Basic

INSTRUCTORS

Ash Ahluwalia

Ash Ahluwalia, M.B.A., NSSA, CFP
(4.8)

Managing Partner

OneTeam Financial LLC

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Richard Gustafson

Richard Gustafson, CFF
(4.8)

OneTeam Financial LLC

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PRICING

$55.00 - Member

$70.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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