What Tax Practitioners Need to Know About Medicare

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

Highlights

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

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

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Lydia Stutesman, Surgent McCoy CPE, LLC

Leader Bios

Lydia Stutesman, Surgent McCoy CPE, LLC

Lydia Stutesman is a college-level course teacher at Archbishop Edward A. McCarthy High School and University Preparatory in Southwest Ranches, FL, where she teaches Business Entrepreneurship Honors, Personal Finance Honors, TV Production, Communications and Broadcast Journalism, and is the Associate Director of Alumni Relations.

Before joining the education system, Mrs. Stutesman had a successful career in healthcare revenue cycle management, holding positions such as Corporate Training Manager, Operations Manager, and Accounts Receivable Special Projects Director for a large pharmacy benefit management and durable medical supply company serving over three million customers. Mrs. Stutesman’s management roles included teams responsible for writing and updating all training documents and manuals, creating and facilitating course curriculum, and managing departments and groups of 50-200 team members and supervisors. Mrs. Stutesman was also responsible for maintaining corporate training compliance for over 700 employees in Florida and Virginia as well as updating all Sarbanes-Oxley controls and key controls for the revenue cycle management department.

Mrs. Stutesman’s training experience dates back to 1994 when she served as a retail trainer for a Fortune 500 company. With over 28 years of facilitating, creating and updating educational content via a blended learning solution, Mrs. Stutesman is an accomplished and highly engaging speaker and presenter in the topics of healthcare revenue cycle management, fraud and abuse prevention, corporate compliance, financial planning, organizational leadership, business management, marketing, entrepreneurship, and many other financial topics of interest in today’s diverse and growing virtual climate.

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