OREGON ASSOCIATION OF INDEPENDENT ACCOUNTS

Details

Date: June 8, 2023

Time: 08:00 am - 04:00 pm

Cost: $320.00 to $390.00

Event Category: Taxes,Personal Tax

Organizer

OAIA

Phone: (503) 282-7247

Email: info@oaia.net

Venue

Holiday Inn on the Columbia Riverfront (Formerly The Red Lion); 909 N Hayden Island Dr.
Portand, OR 97217 US
+ Google Map
Phone:: 503-283-4466
Website:: Visit Venue Website

Speaker

Bob Jennings, CPA, EA

Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana), a licensed CFP, an IRS Enrolled Agent and a Registered Tax Return Preparer. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for FoxBusiness.com. As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at TaxSpeaker.com.

2023 In Person Social Security & Medicare

Description
Additional Information

Event Description

Social Security & Medicare

If registering for both days make sure you select the package for discounted pricing.

Participants willl 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.

Additional Information

Course Objective

Upon completion of this course you will be able to explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information. You will be able to guide clients through the process of applying for Social Security benefits and inform them about the various health insurance benefits they are eligible for under Medicare.

CPE Hours : 8
Level : Basic
Prerequisites : None
Field Of Study : General