Retirement-related Tax and Financial Planning Topics Tax Advisors Should Know

David L. Cowan, Mary Beth Franklin, CFP, Erin D. Merkle, Esq., Michael J. Tucker, JD, CPA (moderator)
  • 3
  • Basic
  • Taxes

Individual course: $99
Best Value: All-Star Tax Season Pass
Volume Discounts: 
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As the population of the United States ages and Baby Boomers enter their retirement years, clients often ask tax practitioners when is the best time to take Social Security benefits, as well as when Medicare kicks in, what it covers and how much it costs. This program addresses Social Security, Medicare and many other important retirement topics. Mary Beth Franklin, a popular national speaker, and David Cowan, who advises thousands of individuals annually, will discuss Social Security and Medicare. Elder-care attorney Erin Merkle will join them to discuss other key retirement topics, including reverse mortgages, long-term care insurance, end-of-life care and special needs trusts.

Major Topics:

  • When and how individuals and couples should begin to take Social Security retirement benefits
  • Maximizing Social Security benefits for individuals, married couples, divorced couples and surviving spouses
  • The ins and outs of Medicare
  • Evaluating health insurance coverage options when eligible for Medicare
  • When buying long-term care insurance makes sense
  • Pros and cons of reverse mortgages
  • Legal issues relating to end-of-life care

Learning Objectives

  • Advise clients as to when they should begin to take Social Security retirement benefits
  • Advise clients with respect to enrolling in Medicare
  • Evaluate health insurance coverage options for those eligible for Medicare and other types of health insurance coverage

  • Tax practitioners who anticipate advising clients with respect to Social Security retirement benefits, and particularly with respect to the timing of Social Security benefits
  • Tax practitioners who advise clients regarding Medicare enrollment and health insurance coverage options

A basic understanding of the tax rules relating to individual income tax




Varies by state. Click here for details