Surgent's What Tax Practitioners Need to Know About Medicare
Friday, Dec. 5, 2025
Noon-2 p.m. Central
2 CPE (2 technical)
Course code: 25WS-1665
View pricing
Online registration has closed.
Please call 952-831-2707 to register. Phones are staffed from 7:30 a.m. to 4:30 p.m.
Central Time on Monday through Friday and from 7:30 a.m. to noon on Fridays
during the summer months.
Tax advisers 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.
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
-
Legislative and regulatory developments
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
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
Pricing
|
Standard Member Fee |
$99.00
|
 Standard Nonmember Fee |
$99.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$99.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Online registration has closed.
Please call 952-831-2707 to register. Phones are staffed from 7:30 a.m. to 4:30 p.m.
Central Time on Monday through Friday and from 7:30 a.m. to noon on Fridays
during the summer months.
Instructor
Michael Tucker, PhD, LLM, JD, CPA
Location
Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (2.0)
Level
Basic
Format
Group Internet Based
Sponsor
NASBA ID#: 103212
Prerequisites
Prereq.
An understanding of the tax rules relating to individual income tax
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
Learn more
Search CPE catalog
