Surgent's The Convergence of Health Care and Financial Planning

Course Details


Tuesday, August 3, 2021

8:00am – 10:00am

Field of Study

Specialized Knowledge

Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



Surgent McCoy CPE, LLC




Understanding the central planning issues surrounding retirement health care is critical while building a comprehensive and effective financial plan. Tax professionals are in a unique position to impact wealth accumulation strategies, adjust retirement income plans, and be a trusted resource for clients.


  • Estimating retirement health care costs
  • Understanding the impact of Medicare IRMAA on retirement income
  • Reviewing Medicare coverage choices
  • Optimal timing for the transition to Medicare
  • Coordinating Medicare with COBRA and employer
  • Retirement strategies with health savings accounts
  • Understanding the impact of tax-free income on Medicare premiums
  • Utilizing key health care provisions in the 2021 American Rescue Act
  • Important trends in long-term care planning
  • Providing resources for clients 


  • Understand the major components and taxation of retirement health care costs
  • Incorporate health savings accounts and Roth IRAs into retirement tax planning
  • Recognize opportunities and methods to plan for custodial care

Designed For

Tax professionals planning for the intersection of taxation, retirement, and investment planning

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $189.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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