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