CPA CE Event: Tax Efficient Social Security & Medicare Planning for High-Income Clients

Presented by Andrew Rafal, CEO & Founder of Bayntree Wealth Advisors

This session is designed for CPAs working with affluent individuals who want to better understand how income timing decisions impact marginal tax rates, Medicare premiums, and Social Security taxation, and where proactive planning can materially improve outcomes.

• The Social Security Tax Torpedo – Understand how marginal rates spike and where planning can reduce the damage.
• Interaction of Taxes, Medicare, and Social Security – Model how income timing affects marginal rates, IRMAA thresholds, and Social Security taxation.
• Roth, RMDs & Social Security Timing – Align decisions to lower lifetime taxes and Medicare exposure.
• OBBBA 2025 Planning Opportunities – Turn new rules into actionable strategies for high-income clients.

Seating is limited. Reserve your spot today.

Licensed CPA – 1 CPE Credit Hour‍