VIRTUAL ONLY: Social Security and Medicare: Maximizing Retirement Benefits


Our Social Security system provides retirement, disability, and survivor benefits to
millions of Americans. The long-term future of Social Security and Medicare is
uncertain, triggering concerns for many workers who are now paying into the
system. Attend this course to learn about FICA, the Medicare tax, and more. You
will cover real-world situations and use the tools provided to advise your clients to
make optimal decisions when it comes to Social Security and Medicare.


• What Medicare will and will not do
• Managing Medicare gaps
• Analyzing the wide menu of Social Security benefits
• Social Security benefits for workers and families: retirement, survivor,
disability, and death benefit
• Tax impact of social security premiums and benefits
• Impact of the 3.8% Medicare surtax on investment income
• Recent changes to the Medicare law


• Recall the role of the Social Security Administration and how FICA applies
to the funding of Social Security, and Medicare benefits.
• Identify the benefit eligibility issues.
• Determine Social Security benefits and the implications retirement age
has on those benefits.
• Identify what types of Social Security survivor benefits are available.
• Identify the disability income benefits and the multiple factors that can
impact those benefits.
• Identify coverages and costs associated with Medicare and what it does
not cover.

Designed For

CPAs, professional accountants,
and financial advisors


Anthony Hilliard

Practice Areas: Taxation Law; Estate Planning Law; Probate Law; Banking Law; Employee Benefits Law; Business Law. Personal Information Born Rison, Arkansas, July 4, 1956. Education: Hendrix College (B.A. 1978). University of Little Rock School of Law (J.D. 1996). Southern Methodist University School of Law (LL.M. (Taxation), 1998). Bar Information: Admitted to bar 1996, Arkansas and U.S. District Courts, Eastern and Western Districts of Arkansas, 1996. Arkansas Bar Association Board of Governors. Tenured Delegate Arkansas Bar Association House of Delegates. Past President Arkansas Bar Association Tax Section. Secretary/Treasurer Arkansas Bar PAC. Honors: Associate Editor, UALR Law Journal, 1995. Arkansas Bar Association Lawyer Legacy Award, 2006. Arkansas Society of CPAs, Mac Angel Award, 2006. Best Lawyer’s in America, Tax Law, Trusts and Estates (2006-2009) Memberships: Jefferson County and American Bar Associations (Member of Taxation and Business Section). Arkansas Society of Certified Public Accountants (CPA 1982-Inactive)