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2024 Social Security & Medicare by Tax Speaker- In Person
Thursday, May 09, 2024, 8:00 AM - 4:00 PM CDT
Category: Seminars


2024 Social Security & Medicare by Tax Speaker IN PERSON


May 9, 2024

8:00 am - 4:00 pm 

Seminar Rates


$275 EARLY- by 4/25/24

$325 LATE

Non Members:

$325 EARLY- by 4/25/24

$375 LATE


Wintergreen Hotel, Wisconsin Dells

60 Gasser Road
Wisconsin Dells, WI 53965


Rates $79  800-648-4765

Rooms must be reserved by 4/19/2024

Please ask for rooms reserved for WI Association of Accountants


CPE - 8 Credits 

 Click Here To Register 

2024 Social Security & Medicare Tax Speaker IN PERSON

This year in Wisconsin Dells at the Wintergreen Hotel & Conference Center!

This course is the answer for any and all Social Security questions. Beginning with an overview of facts, taxability and benefits, the instructor then examines the individual rules to calculate benefits, when to draw, how to qualify and the tax inter-related aspects of these decisions. We then specifically and carefully discuss survivor and divorce benefits, children and other dependents, and disability. We then conclude with an in-depth and up-to-date explanation of Medicare. 

 Participants will be able to provide married couples with strategies to receive the maximum benefit as well as planning advice on when clients should begin to withdraw their benefits. You will be able to explain divorce issues to clients, as well as when they are eligible for benefits, how their benefit amount is determined, and when they will qualify for survivors benefits. You will be able to walk clients through various scenarios of how adjusting their earnings will affect their benefits. In addition, you will be able to inform clients of any changes to social security in 2023, including terminology, when and how to sign up, dependent’s benefits and survivor benefits. You will obtain a general knowledge of the reduction, taxability, categories, and qualifications of benefits. The course will give you the ability to calculate benefits, as well as understand the effects of divorce or death on social security benefits.

Click Here To Register 


Contact: Jolynn McIntosh [email protected] 800-237-4080, 608-325-5250