Thursday, May 20, 2021
How to Calculate Provisional Taxes on Social Security
Virtual Presentation – 8:30 am/Login + Networking – 9 am Presentation

Matthew J Oliver, CPA
Matthew J Oliver, CPA, PLLC
(772) 486-0311 (C)       561-802-7362
matt.oliver@mjocpa.com

Serving small business and individuals’ tax planning, compliance and business advisory needs.

Matt practices public accounting as owner of Matthew J, Oliver CPA, PLLC. With more than 10 years of experience in taxation, he provides a wide-range of strategic consulting and compliance services to affluent and successful entrepreneurs and multi-generational families, He stays informed of prevailing tax policy and is developing a highly scalable, distributed service delivery model.

As a graduate of the University of Florida, Matt started his career in the West Palm Beach area employed by two firms who have since been acquired by BDO USA, LLP. He has spent the last six years employed by Caler, Donten, Levine, Cohen, Porter & Veil, P.A., identified as a top 300 accounting firm by Inside Public Accounting, There he championed engagements for a few major clients of the firms’ multi-family office operations, He holds expertise in the following disciplines:

• Acquisition, development, and disposition of real estate holdings,
• Tax planning for closely-held corporations and partnerships,
• Complex, income tax, estate and gift tax, and financial planning for ultra-high­ net-worth individuals and multi-generational families,
• Alternative investment structuring and tax compliance,

How to Calculate Provisional Taxes on Social Security

What is Provisional Income for Social Security

How to Calculate Provisional Income

When is an Individual Eligible for Provisional Payments

When is an Individual NOT Eligible for Provisional Payments Policy on Provisional Payment

Start and End Dates Medicaid

Suspension/Terminating Events Procedure on Provisional Payment

Initiating Provisional

Adjusting/Terminating Provisional Payments How are the Social Security Benefits Taxed

What is maximum Social Security Tax in 2021 Strategies to Reduce Taxes on Social Security

Register HERE                 (2 steps if non-member)          Pay HERE (non NAIFA member)

Time:
8:30 am – login/networking
9:00 am -Provisional Taxes
10:00 am-Meeting Ends

Cost:
$10 – Non NAIFA member

NAIFA member …...
Voluntary donation appreciated to help defer cost of event.
Click on Pay Now non-member link. Thank you

Check payable:
NAIFA- Palm Beaches
1217 Lake Geneva Dr
Lake Worth, FL 33461
561-588-5444
naifa-palmbeaches@att.net