Managing IRMAA
San Jose Chapter Virtual Meeting

Date/Time:

Wednesday, September 18, 2024
5:00 PM to 7:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom requires registration before entering the meeting.

Topic:

When our clients sign up for Medicare, there are many parts to Medicare.   They do not pay premiums for Medicare Part A, but they do pay premiums for Part B and D.   The amount of premiums they pay is based upon their level of income - known as IRMAA (Income-Related Monthly Adjusted Amount).    Our clients get upset when they get the letter from Medicare telling them their Medicare premiums are going up which means they are getting a cut in their Social Security benefits.   In this seminar we will learn about the Medicare premiums and how they are computed.   We will learn about the most common triggers for IRMAA adjustments and what we can do to manage them.   We will also learn about Form SSA-44 for a redetermination of the IRMAA adjustment.  We will also learn about how to avoid IRMAA or at least minimize IRMAA.

Presenter:

Lawrence Pon, CPA/PFS, CFPR, EA, USTCP, AEP
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA.

Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics.

Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley, and MS in Taxation from Golden Gate University in San Francisco. 

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02006-24-O
CTEC: 1000-CE-5457

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost if registered by September 15, 2024 at midnight
Registration Fee (Member): $10
Registration Fee (Non-Member): $40

Cost if registered after September 15, 2024 at midnight
Registration Fee (Member): $20
Registration Fee (Non-Member): $50

Cancellation and Refund Policy for Webinar 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.