Session details
- Published session date
- May 14, 2026
- Starts
- 1 PM
- Ends
- 3 PM
- Presenter
- Michael Miranda
- Published credits
- 2
- Program number
- YH1DR-U-00429-26-O
- Field of study
- Federal Taxation
- Level
- Intermediate
As Social Security, Medicare, and Medicaid rules continue to evolve, tax professionals are increasingly expected to guide clients through complex benefit decisions that directly affect retirement security and long‑term financial outcomes. This webinar provides CPAs and EAs with a current, technically focused update on these federal programs - covering benefit rules, taxation, eligibility, and recent legislative changes. Participants will gain practical, planning oriented insights to better assist clients with claiming strategies, tax minimization opportunities, healthcare coverage decisions, and the interactions between Social Security income, Medicare premiums, and overall tax liability. The session also highlights compliance considerations, impacts of the latest Trustees Report, and common pitfalls that can lead to benefit reductions or unexpected tax consequences.