On-Demand

2 CPE

Surgent's What Tax Practitioners Need to Know About Medicare

On-Demand
2 CPE

This course is delivered as a recorded video. After completing all sessions, you must pass the final exam with a minimum score of 70% to receive credit.

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.

Learning 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

Major Topics

  • 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

CPE Credits Available

2 CPE
2
Taxes

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Tax

Prerequisites

An understanding of the tax rules relating to individual income tax

Advanced Preparation

None

Intended Audience

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

Provider

Surgent CPE

Purchase This Course

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  • COCPA Non-Member

    $ 116 116
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