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Social Security & Medicare Facts is a one-stop guide for attorneys, CPAs, and retirement & financial planning professionals for advising on tax and policy changes affecting Social Security and Medicare.
Help your clients maximize their Social Security & Medicare benefits! Social Security & Medicare Facts is a one-stop guide for attorneys, CPAs, and retirement and financial planning professionals for advising on tax and policy changes affecting Social Security and Medicare. Organized in a unique and convenient question and answer format, this book helps professionals find exactly what they’re looking for quickly and easily to solve clients’ important planning issues in a timely manner.
This resource features:
Almost 1,300 easy-to-read questions and answers that comprehensively cover all aspects of Social Security & Medicare
Effects of other types of income on Social Security benefits
How to incorporate Social Security and Medicare benefits into planning techniques
Social Security filing and tax requirements
Explanations of Medicare coverage details
Filing and timing requirements for Medicare coverage
Integration of Medicare Advantage plans
Information regarding Medicare claims and appeals process
Information regarding Medigap insurance coverage
New in the 2021 Edition:
New questions & answers on changes related to the CARES Act
New questions & answers with COVID-19 related changes
New coverage of totalization agreements for workers with international ties
Enhanced coverage of the impact of divorce and remarriage on Social Security eligibility and benefits
New questions & answers on benefits for those under civil commitment orders
Additional coverage of methods for curing overpayments
Expanded coverage of disability benefits for Social Security, military, government, and railroad workers
Additional coverage of military retirement including expansion of coverage of the new Blended Retirement program, military disability pay, and coverage for National Guard and Reservists
2021 inflation-adjusted numbers for Social Security and COLA increases
Determining retirement & disability benefits
Filing for benefits
Totalization agreements for workers with international ties
Benefits under civil commitment orders
Loss of Social Security benefits due to “excess” retirement earnings
Social Security tax requirements
Railroad Retirement benefits
Benefits for federal government employees
Medicare Part A, Hospital Insurance
Medicare Part B, Medical Insurance
Medicare Part C, Medicare Advantage
Medicare Part D, Prescription Drug Insurance
Medicaid coverage and eligibility
How to submit Medicare claims and file appeals
Taxation of Social Security benefits
Wages & self-employment income
Benefits for service members & veterans
And More! See the “Table of Contents” section for a full list of topics
Jim Blair is the lead Social Security consultant at Premier Social Security Consulting, LLC. A former Social Security Administrator, Operations Supervisor and a District Manager, Mr. Blair has over thirty-five years’ experience in helping individuals manage their Social Security benefits, retirement, survivors, disability, and health insurance.
Marc Kiner is the President of Premier Social Security Consulting, LLC, and has thirty years’ experience in public accounting. Marc’s primary areas of service are to privately-held businesses and to individuals. He consults with clients on a variety of complex tax and business issues. Marc obtained his Bachelor of Science degree in Accounting and Finance and a master’s degree from the University of Cincinnati. He is licensed to practice as a CPA in the State of Ohio.
Michael D. Thomas, J.D.
Michael D. Thomas, is an author and consultant and has served as the Manager of Online Product Development and as a Senior Editor with the National Underwriter Company, a division of ALM Media. In addition, Mike has served as a consultant to the State of Ohio Department of Medicaid and as a writer for “The Digital Broker Podcast”, which focuses on insurance technology and operations. Mike currently works with a major commercial healthcare insurance company and provider of Medicare and Medicaid services. In addition to authoring 2021 Healthcare Reform Facts, Mike has also authored 2021 Social Security & Medicare Facts, and has been responsible for the editorial process and development of other healthcare and insurance publications including Advisor’s Guide to Long Term Care 2nd Edition, Social Security & Medicare Facts, ERISA Facts, and Health Savings Accounts Facts for The National Underwriter Company as well as designing, implementing, and managing the NUPro Healthcare Reform online service. Mike has also authored numerous articles on healthcare reform, Social Security, Medicare and Insurance issues. He has developed, hosted, and taught webinars on Healthcare Reform and Social Security, including “The Affordable Care Act and the Employer Mandate”, “The Affordable Care Act and the Cadillac Tax – Use the Delay for Your Advantage!”, “How to Successfully Navigate the Latest Changes to the Affordable Care Act”, and “The Impact of Social Security on Retirement Plans”.
Prior to joining National Underwriter, Mike spent over twenty-five years with LexisNexis®, where he was responsible for the editorial content and new product development of new online and traditional legal products, including Health Law, Insurance Law, Social Security Law, Labor & Employment Law, Family Law, as well as other legal research tools. In addition, he worked as a Field Agent for Knights of Columbus Insurance specializing in life, health, disability income, long-term care insurance as well as annuity sales.
Mike has a Bachelor of Arts from Tufts University and a Juris Doctorate from the University of Dayton.