Social Security and Medicare in 2019: What You Need to Know to Help Your Clients (SMED)

David L. Cowan, Mary Beth Franklin, CFP, Michael J. Tucker, CPA, LL.M.
  • 3
  • Basic
  • Taxes

Individual course: $94
Best Value: All-Star Tax Season Pass
Volume Discounts: 
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As clients age, it is common for tax practitioners to field questions regarding Social Security and Medicare.  This program provides attendees with a comprehensive understanding of both Social Security and Medicare, and information needed to maximize the benefits of these two programs. The panel includes two of the foremost practitioners and commentators in the United States, Mary Beth Franklin and David Cowan, who have addressed thousands of questions from clients regarding these topics.

Major Topics:

  • When an individual can access Social Security
  • Maximizing Social Security benefits for individuals and married couples
  • Social Security issues relating to spouses, widows/widowers and divorced spouses
  • When an individual is eligible for Medicare
  • Costs for health care and drugs covered in part by Medicare
  • Parts A, B, C and D of Medicare
  • How Medicare works with any other individual health care coverage

Learning Objectives

  • Advise clients regarding basic Social Security and Medicare issues
  • Understand Social Security and Medicare options for oneself

  • Tax practitioners who anticipate advising clients regarding their Social Security and Medicare options
  • Tax practitioners who have questions regarding their own Social Security benefits and eligibility for Medicare benefits

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




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