Social Security - Federal Issues and Tax Considerations for Tax Preparers - 1 Hour CPE
Social Security - Federal Issues and Tax Considerations for Tax Preparers - 1 Hour CPE
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Description
Gain a practical understanding of Social Security benefit taxation, claiming strategies, Medicare interactions, IRMAA considerations, and reporting requirements to help clients make informed retirement-income decisions.
Learning Objective: After completing this course, participants will be able to evaluate Social Security claiming strategies within a client's overall retirement-income plan; compare early, full retirement age, and delayed claiming scenarios using PIA projections and breakeven analyses; compute provisional income and determine the taxable portion of Social Security benefits using IRS worksheets or tax software; assess how Roth conversions, capital gains, retirement distributions, and other income changes affect taxable benefits and IRMAA; apply Publication 915 procedures for retroactive lump-sum payments; evaluate repayment situations using both current-year deduction and §1341 relief; integrate Medicare enrollment and IRMAA considerations into retirement planning; and implement a systematic workflow for collecting SSA documentation, performing tax analyses, documenting recommendations, and communicating planning strategies that support accurate reporting and informed client decision-making. strategies that support accurate reporting and informed client decision-making.
| CPE Hours: | Federal Taxation = 1 CPE Credit1/ Total = 1 CPE Credit |
| Accreditation: | CTEC, IRS, Enrolled Agents, NASBA CPA |
| Field of Study: | Federal Taxation |
| Publication Date: | 6/26/2026 |
| Instructional Delivery Method: | Self-Study |
| Level: | Intermediate |
| Prerequisites: | None |
| Advanced Preparation: | No Advanced Preparation Required |
| Author: | Mike Gleeson, MST |
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Course Material: A copy of the course material is available for download under the Additional References tab. Refund Policy: Your complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101 Certified Public Accountants: CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. CountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs. Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101 |