What Tax Practitioners Need to Know About Medicare

Thursday, June 20, 2024
1:00 PM - 3:00 PM (opens at 12:30PM) EST
2Credits
Technical Business

Registration is Open

Members
$95.00 Regular Price
Non-Members
$120.00 Regular Price
Course Type: CPE Seminars
Course Code: 24/MEDC6WS
Level: Basic
Vendor: Surgent
Field of Study: Taxes

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.

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

Presenters:

  • Dennis Riley

    Dennis Riley specializes in the tax and business needs of individuals, families and entrepreneurial small businesses. He has more than 25 years of experience in accounting, consulting, tax preparation, and government representation. The AICPA's CPA Vision project identified him as an early adopter of new technology and new integrations of accounting and consulting information.Dennis's experience...

    Read more about Dennis Riley here

Presenters:

Dennis Riley

Dennis Riley specializes in the tax and business needs of individuals, families and entrepreneurial small businesses. He has more than 25 years of experience in accounting, consulting, tax preparation, and government representation. The AICPA's CPA Vision project identified him as an early adopter of new technology and new integrations of accounting and consulting information.Dennis's experience...Read more about Dennis Riley here

Major Topics:

State of the IRS -- plans to reduce the backlog of returns due to COVID-19

Major Topics:

State of the IRS -- plans to reduce the backlog of returns due to COVID-19

Designed For:

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

Prerequisites:

An understanding of the tax rules relating to individual income tax