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What Tax Practitioners Need to Know About Medicare WEBCAST

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2.0 Credits

Member Price $105.00

Non-Member Price $120.00

Overview

Tax advisors often receive 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.

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. Legislative and regulatory developments.

Prerequisites

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

Designed For

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

Objectives

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.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Douglas Stives, The Curchin Group

Doug Stives has developed a distinguished career over the last three decades with one of the largest CPA firms in New Jersey. He has appeared on national and local television including CNN, CNBC, MS/NBC, FOX, PBS, and all three major networks. He is quoted frequently in national publications including The New York Times, The Wall Street Journal, Forbes, Fortune, Money, Business Week, and USA Today. Mr. Stives is a frequent lecturer for several New Jersey organizations and serves as an instructor for various courses offered by the AICPA and other education providers. He is Past President of the 14,000 member New Jersey Society of CPA’s. In 1993, he was a member of Governor Whitman’s Transition Team. Mr. Stives is a past member of the AICPA Tax Division Executive Committee and AICPA Council.

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Non-Member Price $120.00

Member Price $105.00