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Course Details

2016 Entitlements Review and Update (Video) (Course Id 1031)

New / QAS / Registry / EA
Author : Stuart Sobel, Enrolled Agent (EA), Author, Radio Host, Indiana University Faculty
Status : Production
CPE Credits : 2.0
IRS Credits : 2
Price : $29.95
Passing Score : 70%
NASBA Technical: Yes
Primary Subject-Field Of Study:

Taxes - Taxes for Course Id 1031

Description :

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 • More

Usage Rank : 0
Release : 2016
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : Self-Study.
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 01-Jul-2016
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - NASBA Registry - IRS Enrolled Agents - 1031

Keywords : Taxes, 2016, Entitlements, Review, Update, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

    • 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
Course Contents :

Chapter 1 - 2016 Entitlements Review and Update


Chapter 1 Review Questions


Tax Transcript Glossary

Taxes Course 1031 Home: https://www.cpethink.com/irs-ea-cpe-courses
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