Social Security Taxation Benefits and Disability Payments
Date: 12/8/2025
Time: 12:00 PM - 4:00 PM EST
CPE Credit: 4 hours
This 4-hour webcast will provide practitioners with extensive information for dealing with and providing advice as to handling of Social Security, Railroad Retirement, and Disability Payments.
Topics Covered
- Introduction to Social Security benefits
- Definition of Social Security benefits
- Taxpayers subject to Social Security benefits
- Taxable amount of Social Security benefits
- Determining is Social Security benefits are taxable
- Amount of Social Security benefits included in gross income
- Special rules when repayments exceed gross benefits
- Social Security basics
- Social Security Benefits for families, spouses, survivors, divorced people
- How work affects retirement benefits
- Various aspects of FICA tax and self-employment taxes
- Various aspects of Medicare taxes and benefits
- Social Security tax rates and bases
- Payments subject to FICA and Medicare taxes
- Same-sex marriages and retirement benefits
- Net earnings from self employment
- A whole host of other relevant related issues
Learning Objectives:
- Provide an in-depth discussion of correct reporting and applying applicable rules related to the topic
- Provide information as to the myriad of rules governing Social Security and Medicare taxation and benefits
- Provide related information with respect to related tax and benefit laws
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