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Monday, September 27, 2021 Live Webcast

What Tax Practitioners Need to Know About Medicare (E2109162)

11:00 AM - 12:40 PM EDT

Registration: 10:30 AM EDT

webcast

Vendor Platform

2.0 CPE Credits in TX

OVERVIEW

When the first cohort of Baby Boomers turned age 65 several years ago, tax advisors began to be bombarded with questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If you, or some of your clients, have questions relating to Medicare, this program is a must for you.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

Tax practitioners who currently advise or who anticipate advising clients with respect to Medicare enrollment and/or Medicare coverage issues

BENEFITS

  • Understand who is eligible for Medicare.
  • Determine whether an individual will have to pay a surtax for Medicare Part B and Part D coverage.
  • Ascertain whether private or spousal insurance options are preferable to Medicare.

HIGHLIGHTS

  • Eligibility for Medicare
  • How to apply for  Medicare
  • Introduction to Parts A, B, C, and D of Medicare
  • Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries
  • Late enrollment penalties
  • Medicare Advantage in lieu of original Medicare
  • The Affordable Care Act’s impact on Medicare
  • Current and late breaking legislative and regulatory developments

COURSE LEVEL

Basic

PREREQUISITES

An understanding of the tax rules relating to individual income tax.

ADVANCE PREPARATION

None

INSTRUCTOR

Michael Frost

Michael A. Frost, CPA, EA

Michael A. Frost, CPA, EA Mike Frost, CPA, of Jacksonville, Alabama, provides tax consulting, continuing education, and motivational speaking services through his company, Mike Frost Enterprises. Mike is a former shareholder of MDA Professional Group, PC, where he managed the tax department of the Albertville office. Mike has 31 years of experience in public accounting, including but not limited to: Business and individual income tax preparation and planning; mergers and acquisitions; estate, gift, and trust tax preparation; small business consulting; Medicare planning and other elder care; audit representation; and religious groups and clergy. Mike has conducted CPE engagements and seminars throughout the United States and has served as technical advisor for tax articles in The Sand Mountain Reporter, a local newspaper. Mike has been a featured presenter at the Alabama Society of CPAs Annual Meeting and the Federal Tax Clinic held annually at the University of Alabama in Tuscaloosa. Mike graduated with "high honors and distinction" from Jacksonville State University with a major in accounting, a minor in finance, and a 4.0 GPA. He is a member of the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants. In addition, he is a graduate of the Tax Planning and Advising for Closely Held Businesses Certificate of Educational Achievement Program sponsored by the AICPA.

PRICING

$99.00 - Member

$137.00 - Nonmember

Register Today


Note: Online pre-registration will close on September 27 at 10:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent