surgentcpe.com
surgentcpe.com

Master Medicare and retirement plans for your clients

Email sent: May 13, 2021 4:52pm
These two tax courses will keep you informed to be able to successfully advise clients
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MEDC

"Thank you for running this course again. Medicare and social security are very complicated and the presenters did a great job explaining the information." - Lea Ann P.

What Tax Practitioners Need to Know About Medicare (MEDC)

May 19th @ 1PM Eastern • 2 CREDITS • $89

When the first cohort of Baby Boomers turned age 65 several years ago, tax advisors began to be bombarded with questions concerning all facets of Medicare—and those questions keep coming. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This course provides an introduction to the Medicare program and covers many of the questions you and your clients probably have about the program. Multiple webinar dates/times and self-study formats are available.

Register Now

Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (CCSM)

May 25th @ 10AM Eastern • 2 CREDITS • $89

Clients often ask their tax advisors whether they have the "best" pension or retirement plan and whether they are using it to its maximum advantage. This program helps participants understand the advantages and disadvantages of the major pension-planning options for small- and medium-sized business owners so that they can help clients evaluate pension/retirement plan options and select the best pension-planning option for them for 2021 and beyond. Multiple webinar dates/times and self-study formats are available.

Register Now

For ongoing access to these courses, plus every other course in our library, including premium content, pick up our popular Unlimited Plus Package!


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