Medicare and Social Security Update and Planning (MSSU)

Erica Dumpel, CLU, Heather Schreiber, RICP, Michael J. Tucker, JD, CPA (moderator)
  • 3
  • Basic
  • Taxes

Individual course: $99
Best Value: All-Star Tax Season Pass
Volume Discounts: 
Click here for details.


As tax clients age, it is common for tax practitioners to field questions from them regarding Social Security and Medicare, which are an essential part of most individuals’ plans for retirement. To advise such clients, it is important to have a basic understanding of these two complex programs. This course addresses commonly asked questions tax practitioners receive about Social Security and Medicare.

Major Topics:

  • What can/should someone file for Social Security benefits?
  • How is the individual’s Social Security benefit amount determined?
  • What are the eligibility requirements to collect Social Security through a spousal or ex-spousal?
  • Can you file for Social Security benefits and continue to work?
  • Do you have to file for Social Security benefits when ready to enroll in Medicare?
  • The four Parts of Medicare
  • When and how must you sign up for Medicare, and what if you sign up late?
  • If covered by Medicare, must any out-of-pocket payments be made?
  • What happens if you are covered by an employer’s or a spouse’s health insurance when age 65 or older?

Learning Objectives

  • Understand Social Security and Medicare options
  • Be able to advise clients on basic Medicare and Social Security matters

Any tax practitioner advising clients on Social Security and Medicare





Varies by state. Check back soon for details