Practical Strategies: Social Security Benefits and Medicare WEBCAST

Tuesday, January 25 8:00am - 11:30am PST

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Your Desk

4.0 Credits

Member Price $158.00

Non-Member Price $183.00

Overview

For many clients, Social Security benefits may play a large role in retirement planning. We’ll cover the important information you need to know to advise clients (including the relationship between payroll taxes and Social Security benefits). We’ll also cover the basics of Medicare.

Highlights

Different types of Social Security benefits: Retirement. Spousal. Ex-spousal. Survivor. Children’s benefit. When should clients apply for Social Security benefits? Age 62? Full retirement age? Age 70? Medicare planning: Medicare Advantage plans. Medigap policies.

Prerequisites

None.

Designed For

CPAs and tax practitioners.

Objectives

Identify different types of Social Security benefits. Determine the optimal time for claiming benefits. Determine when clients who own S corps should pay additional compensation to increase Social Security benefits (and when they shouldn’t). Identify the different parts of the Medicare program.

Preparation

None.

Notice

None.

Leader(s):

Leaders

George Koutelieris

4.93 stars out of 5

“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

George Koutelieris, CPA, is a shareholder with the firm Johnson & Shute P.S. He subsequently received his Master’s in Taxation from Golden Gate University graduating with Highest Honors in 2010 and being awarded the Outstanding Graduate Tax Student Award for the Seattle campus of Golden Gate. He is currently an Adjunct Professor at Golden Gate University teaching various tax courses. George’s practice includes planning and consulting on complex transactions including formations, liquidations, mergers and acquisitions, purchase and sales, multi-state and international tax for closely held businesses and their owners. In addition, George provides compliance and representation services before the IRS and various state taxing agencies for clients. George is also an active speaker on various tax topics, having presented in the past for Golden Gate University, the Washington Society of Certified Public Accountants, and the Oregon Society of Certified Public Accountants. George Koutelieris and Greg White are available to teach in-house courses in tandem for company CPE needs.

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Gregory White

4.96 stars out of 5
“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees

Greg White, CPA, has practiced tax accounting for more than 35 years. He is founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, Washington, which serves a successful entrepreneurial client base. He also owns and operates State of the Art Tax, LLC, a tax education company. Greg is in his twelfth year as an Adjunct Professor at the Golden Gate University’s Seattle Campus. Greg is licensed to practice in and has argued cases before the U.S. Tax Court. He has been named a “Top 50” IRS Practitioner by CPA Magazine. Greg has extensively presented tax CPE, predominantly on the west coast, over the last decade and has written and presented live courses and webinars for CCH and others nationally. He has presented tax topics in the Pacific Northwest on TV including spots on KOMO TV and King TV.

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Non-Member Price $183.00

Member Price $158.00