Social Security and Medicare Planning in 2018

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

Individual course: $91
Best Value: All-Star Tax Season Pass
Volume Discounts: 
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As the population of the United States ages, many clients ask about the best time to take Social Security benefits, as well as when they are eligible for Medicare, what it covers, how much it costs and how Medicare and Social Security rules interact with one another. This program addresses complex Social Security and Medicare topics with nationally renowned Social Security and Medicare experts Mary Beth Franklin and David Cowan so tax practitioners can advise their clients in 2018 and beyond.    

Major Topics:

  • When and how individuals and couples should begin to take Social Security retirement benefits
  • Planning strategies to maximize Social Security benefits
  • Maximizing Social Security benefits for married couples, divorced couples and surviving spouses
  • The ins and outs of Medicare
  • When an individual is eligible for Medicare and how to enroll
  • Evaluating health insurance options when a client is eligible for Medicare and has other coverage

Learning Objectives

 Advise clients when they can/should begin to take Social Security retirement benefits; advise clients with respect to enrolling in Medicare; and be able to 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; and 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