Clients believe that their accountants and tax preparers are walking encyclopedias of knowledge. Although most tax professionals have mastered tax issues, they may be confused by some of the more challenging provisions of Social Security, Medicare, and Medicaid. This unique course was designed to provide a working knowledge of the basics, planning strategies, and recent developments in these three critical government entitlements.
This course explains provisions that were changed and provides updates of new information. It shares reference sites that will allow tax professionals to interpret the information and provide meaningful advice for their clients. It makes an excellent supplement to other coursework regarding the ACA (Affordable Care Act) that has become a challenge for tax professionals, taxpayers, and insurance companies alike.
Our instructor, Stu Sobel, has been teaching taxation for more than 49 years. He can share the knowledge he has acquired from his own work with clients and learned from his personal experience as a recipient of a U.S. government’s entitlement program.
We have often heard that two things are certain: death and taxes. That old adage should be rewritten to state that three things are certain: death, taxes, and entitlements.
Major Topics:
• Changes in eligibility requirements
• Disability criteria and recent decisions
• Explanations of Medicare Parts A, B, C, and D with new developments
• New tools available on federal entitlements websites
• Coverage of recent court decisions
• Tips for individuals covered by a retirement plan and possessing retiree hospitalization – Part B advice
• Tax planning tips for SECA
Self-Study Course Instructions: FOR DOCUMENT-BASED COURSES Download the course document(s) (below) and follow prompts contained in the document. FOR RECORDED COURSES WITH VIDEO Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable. |
Acquire knowledge of recent changes to the three entitlement programs.
Understand the factors that clients approaching the age thresholds should consider.
Understand how to correlate tax planning decisions to entitlement elections.
Expand awareness of various government tools available to aid decision-making.
Stuart Sobel Consulting Inc
President
sobel@taxmedianetwork.com
(317) 581-1827
Stuart “Stu” Sobel combines an in-depth knowledge of taxation and nonprofits with an ability to communicate clearly. A dynamic speaker, Stu seeks to help people understand the very complex world of taxation in every day terms. And he’s just the person to do it — Stu has been in the industry for 48 years. He worked in examination and high level positions at the IRS for 30 years. Following that, Stu spent nine years as the producer and host of his own nationally syndicated radio program called Wise Choices: Taxes and Charity Today. He also ran his own tax and nonprofit consulting firm for 12 years (Stuart Sobel Consulting, Inc.). He has helped create over 2,500 nonprofit organizations worldwide. His expertise on the topic of nonprofit taxation has earned him the title “The Guru of Giving.”
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