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Navigating Social Security Disability Benefits and Medicare Enrollment

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Navigating Social Security Disability Benefits and Medicare Enrollment

Course 81855A · 2 hrs · CPA

For clients who become unable to work, Social Security offers critical income protection—but the rules around disability benefits are complex. This course covers both SSDI and SSI programs, eligibility requirements, and common pitfalls, then transitions into Medicare enrollment, including timing rules and penalties professionals need to know. Whether advising clients approaching retirement age or those facing unexpected health challenges, CPAs and tax advisors will gain the working knowledge needed to guide clients through these interconnected benefit programs.

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  • Hours: 2
  • Exam questions: 9
  • Eligible for: CPA
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NASBA Area: Management Services

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Navigating Social Security Disability Benefits and Medicare Enrollment
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About Pacific CPE

Pacific CPE is a NASBA-approved and IRS-approved provider of online self-study continuing professional education (CPE) for CPAs, Enrolled Agents (EAs), and other tax professionals.

Who We Serve:

CPAs — CPE credit for state license renewal (NASBA Sponsor #143718).

Enrolled Agents, AFSP participants, and other PTIN holders — IRS continuing education credit (IRS CE Provider #TJTMJ).

Courses and Formats:

We currently offer 334 active self-study courses in Accounting, Auditing, Business, Ethics, and Taxes. Each course is 2 credit hours and can be read online or downloaded as a PDF, with audio versions available for select courses. Exams are taken online with instant grading, retakes are free, and completion certificates are available immediately in your account.

Pricing:

Pay-as-you-go credit packs — no subscription required. Packs range from $64.50 (16 credits) to $224.50 (80 credits), which works out to $2.81–$4.03 per credit hour, or roughly $5.62–$8.06 per 2-hour course at pack rates. Credits never expire and can be used on any course in the library.

IRS Credit Reporting:

All courses completed with a passing score are automatically reported to the IRS as long as you have provided your PTIN number to us. Courses are reported every business day, but please note that the IRS may take up to 48 hours to post recently reported credits in your PTIN account online.

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License Information:

NASBA Sponsor ID: 143718

IRS CE Provider ID: TJTMJ

Website: https://pacificcpe.com
Frequently Asked Questions

No, your credits will never expire. You can use your credits anytime to select and complete any course in our library.