Surgent's What Tax Practitioners Need to Know About Medicare
Registration is Closed
Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.
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.
- 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
- 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