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Monday, May 3, 2021 Live Webcast

What Tax Practitioners Need to Know About Medicare (X1-MEDC-2021-01-WEBNR-123-01)

10:00 AM - 12:00 PM 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.

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 Tucker

Michael J. Tucker, CPA, Ph.D., J.D., LL.M.

Ph.D., JD, CPA

Professional Education Network

Michael J. Tucker is an employee of Surgent McCoy CPE, LLC and a consultant for the accounting firm of T.M. Byxbee Co. in Hamden, CT. He is the author of many professional articles and a veteran TV and live-seminar presenter. In addition, he heads up Surgent McCoy's webinar efforts, where he writes and hosts many of the webinars Surgent McCoy sponsors and presents. Mr. Tucker was a professor at Quinnipiac University in Hamden, CT and worked with KPMG Peat Marwick and Deloitte & Touche. Mr. Tucker received his J.D. from New York University, his LL.M. from Georgetown University Law Center, and his Ph.D. from the University of Houston.

PRICING

$89.00 - Member

$109.00 - Nonmember

Pre-Registration Closed

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ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent