Strategies to Minimize Medicare Surtax and Social Security Tax Liabilities.
As practitioners, we often find ourselves trying to advise clients on how to avoid unwanted tax surprises. Two areas that can have damaging effects on a client’s tax liability are the Medicare Surtax and taxes on Social Security. The key to mitigating these negative tax effects is understanding the details of these tax calculations, so you can adjust tax strategy! In this course, we will explore the details of these taxes that too often sneak up on clients. We will talk about where the pitfalls are and how to avoid the taxes where it is possible. If you work with clients who value proactive tax planning, this is the course for you!
Who should attend: Tax practitioners and financial advisors who work with high-income earners or retirees who value proactive tax planning.
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
