Social Security and Medicare Tax Update 2026
Overview
This course will be an overview of:
- Explanation of Social Security retirement benefits
- Explanation of Social Security disability, survivor, and family benefits
- Explanation of Medicare benefits
- Identification of options
- Explanation of tax issues
- Identification of planning strategies
- Coverage of recent changes
Learning Objectives
Details
- Field of Study
- Taxes
- Credits
- 2 Credits
- Provider
- Becker Professional Education IRS Approved Program CFP Board Approved Program
- Knowledge Level
- Update
- Advanced Preparation
None
- Course ID
- 47904/55624
- Publication Date
- 10/29/2026
- Planned Expiration
- 07/31/2027
- Prerequisites
Basic knowledge of Social Security and Medicare
Instructor
John Stevko CPA
John has over 40 years of professional experience as a tax practitioner, national seminar instructor, writer, and business owner. John began his career with what is now a “Big 4” public accounting firm before founding a local CPA firm in Beaverton, Oregon. John was an owner and a managing tax partner of Gear Up Tax Seminars, a national tax seminar company. John has lectured on tax law and healthcare reform topics throughout the country at national conferences and in-house for top 100 CPA firms and the large banking industry. He has also appeared on television and radio programs seeking his expertise on tax and healthcare legislation. John is a graduate of the University of California at Davis.
John is a key instructor for Becker and works hard to keep professionals current with the latest tax guidance. John presents monthly tax webcasts (varying in hours from 2-8 CPE credits) for Becker and has been one of the featured speakers at the annual Becker tax conference.
Accreditations
- 1 year course access
- NASBA-approved content
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