2022 Social Security and Medicare Planning Update


September 13, 2022


Steven G. Siegel

  03:30 PM ET | 02:30 PM CT | 12:30 PM PT | 120 Minutes

* Not able to attend the live session? We can arrange an on-demand session for You. Please call 1-‪814-892-0304


With the Baby Boom generation entering retirement in record numbers, advisors are getting more questions about Social Security and Medicare. The pandemic has forced more people to apply for and collect social security benefits earlier than they may have planned.

Understanding the complex rules and requirements and eligibility issues of these Programs is important when you must answer questions from your clients or their aging parents. Learn the essentials of each Program, when benefits are available, spousal eligibility, divorced spousal eligibility, and more. Examine how these benefits are taxed and which strategies one should employ to maximize benefits and avoid surprising and costly penalties.

Topics Covered

  • 2022 Rules and COLA Adjustments
  • Complex rules and requirements and eligibility issues
  • When benefits are available
  • Spousal eligibility
  • Divorced spousal eligibility
  • Examine how these benefits are taxed
  • Which strategies one should employ to maximize benefits
  • What Medicare does and does not cover
  • Avoid surprising and costly Medicare penalties

Learning Objectives

  • Identify the complexities of the social security system and gain an understanding of planning techniques for maximizing the timing and enjoyment of benefits
  • Recognize how to address crucial timing decisions for Medicare application and eligibility and determine what the Medicare system does and does not cover, and how planning can make a difference in what persons may receive
  • Identify the amount a worker must earn to qualify for one credit in 2022 for purposes of Social Security
  • Identify the type of worker that is covered under Social Security
  • Identify the rate of the additional Medicare tax on compensation exceeding certain limits
  • Identify the percentage of those who collect Social Security benefits that pay federal income taxes on them
  • Identify the Medicare enrollment window for those who have not yet enrolled in Social Security

Who Should Attend 

This course is essential for CPAs, enrolled agents, tax attorneys and other professionals who advise clients on tax, retirement and estate planning, and other wealth management matters.

Credits and Other information:

Recommended CPE credit – 2.0 Tax Hours

Recommended field of study – Tax

Session Prerequisites and preparation: Basic understanding of social security and medicare

Session learning level: Basic to Intermediate

Location: Virtual/Online

Delivery method: Group Internet Based/Self-Study

NASBA Sponsor: 138804


Attendance Requirement:  Yes

Session Duration: 2 Hours

Case Studies and Live Q&A session with speaker

PowerPoint presentation for reference

Download Conference Material

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