Surgent's Key Issues that Practitioners Need to Know About Medicare (Self-Study)

Code: JSODMEDC

Date Valid for one year from purchase date
Format Self-Study (On-Demand)
CPE credits CPE 2.0
Field(s)
of study
Taxes - Technical (2.0)
Fees
Standard member fee $49.00
checkmarkStandard nonmember fee $49.00

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Description

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.

Who should take this program?

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

Major subjects

  • 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

Learning objective(s)

  • 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

Notes:

Course code Code JSODMEDC
Sponsor Surgent
NASBA ID#: 103212
Level Basic
Format Self-Study (On-Demand)
Prerequisites Prereq. An understanding of the tax rules relating to individual income tax
Advance
prep
None