Two-Part Meeting: SSA With You Through Life’s Journey & Medicare Made Clear and NOLs
Central Valley Chapter In-Person Meeting

Date/Time:

Tuesday, October 25, 2022
Part One: SSA With You Through Life’s Journey & Medicare Made Clear - 2:00 PM to 3:50 PM
Part Two: NOLs - 4:00 PM to 8:00 PM (Dinner break: 5:30 to 6:00 PM)

Location:

Residence Inn
2901 Healthcare Way
Modesto, CA 95356

Topic: 

Part One: SSA With You Through Life’s Journey & Medicare Made Clear
Michael Teixeira will provide everyone with information and tools to address all-things Social Security. We will also cover the taxability of Social Security. The vast majority of Americans are eligible for Medicare when they turn 65, but it’s a complex entitlement benefit with many rules. And breaking the rules can hurt financially. How can you help your clients (as well as yourself) avoid these costly mistakes? We’ll talk about the ABCs (and D!) of Medicare, timeframes to enroll, working past 65, IRMAA, and more! Mindy Moros will then answer as many of your questions as time permits.

Part Two: NOLs
When a preparer hears the term NOL, a lot are intimidated by it. We will go in-depth on what creates an NOL, how to identify one, and once identified, a taxpayer's options. We will discuss carryforwards, carrybacks, the methodology of how to apply a carryback, who still qualifies for a carry back and review California rules.

Presenters:

Part One: Michael Teixeira, PAS & Melinda Moros
Michael Teixeira is a Public Affairs Specialist (PAS) at the Social Security Administration. Michael joined SSA in 2009 as a student clerical in Lakewood, CA where he built his base knowledge of SSA programs. Michael was promoted to an SSI Claims Specialist in 2012 and transferred to the Lodi, CA field office in 2013. From 2012 through 2016, Michael processed SSI claims, redeterminations and assisted members of the public with online services. In 2016, Michael became an Operations Supervisor for the SSI unit in Stockton, CA until his recent transition to becoming the Public Affairs Specialist. Throughout his career with SSA, Michael has shared an enthusiasm to get involved with his local community and has continuously conducted outreach for a variety of events. Michael holds a Bachelor of Arts Degree in Political Science from California State University, Fullerton.
Melinda Moros: As an insurance professional licensed in California for 18 years, Melinda Moros has been certified to sell Medicare plans since 2006. She specializes in Medicare planning, helping people understand Medicare and the options which are available to them while guiding them to the Medicare plan(s) most appropriate for their unique circumstances.

Part Two: Eugene Ostermiller, EA, NTPI fellow
Eugene started doing taxes 23 years ago at H and R Block. After 8 years at Block, he formed Tax Matters Inc. in San Francisco with 2 partners, a business that they sold in 2014. He then moved to Sonora CA and opened ERO Tax in 2015. He passed the EA exam in 2001 and has been a speaker for over 15 years.

CPE Information:

Part One
2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01744-22-I
CTEC: 1000-CE-5165

Knowledge Level: Intermediate (Basic knowledge helpful)

Part Two
3 Federal Law hours (Topics covering existing tax law)
1 California hours (Topics covering California law issues)

IRS: 18QC1-T-01745-22-I
CTEC: 1000-CE-5166

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Part One ONLY
Registration Fee (Member): $40
Registration Fee (Non-Member): $70

Part Two ONLY
Registration Fee (Member): $55
Registration Fee (Non-Member): $85

BOTH Parts
Registration Fee (Member): $70
Registration Fee (Non-Member): $100

Registration:

Please call De Vaney Business Services at 209-524-4345 or email [email protected] to register for this meeting. 

Potential attendees, please email your tax questions regarding SS and Medicare to [email protected] so we can have our speakers answer the questions.

Cancellation and Refund Policy for Meeting Purchase:
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.