Social Security and Medicare Update (SSMU)

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

Individual course: $94
Best Value: All-Star Tax Season Pass
Volume Discounts: 
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As tax clients age, it is common for tax practitioners to field questions regarding Social Security and Medicare. To advise such clients, general tax practitioners should have a basic understanding of these two complex programs that are an essential part of most individuals’ plans for retirement. This program addresses common questions tax practitioners receive regarding Social Security and Medicare, based on questions our viewers have asked over the years.

Major Topics:

  • What factors should be considered in determining when to file for Social Security benefits?
  • How is the amount of someone’s benefit determined?
  • What are the eligibility requirements to collect a spousal or ex-spousal benefit?
  • Can someone file for Social Security benefits and continue to work?
  • Does a person have to file for Social Security benefits when ready to enroll in Medicare?
  • What are the various Medicare options and how do they work?
  • When and how must a person sign up for Medicare and what if they sign up late?
  • If covered by Medicare, must any out-of-pocket payments be made?
  • What if someone is covered by an employer’s or spouse’s health insurance but age 65 or older?

Learning Objectives

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

Any tax practitioner advising clients with respect to Social Security and Medicare





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