This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Technical

Guiding clients through the Medicare Part B enrollment minefield Logo aicpa

Read now
  James Sullivan, CPA/PFS |   Free |   AICPA |   01 Dec 2015 |   Journal of Accountancy
Save

This article discusses how CPAs can help seniors avoid expensive penalties and coverage gaps by giving timely advice on the government health plan’s enrollment periods.

Topics covered:
  • Personal financial planning: Technical: Risk management & insurance planning: Medical expense & long-term care insurance, Intermediate
  • Personal financial planning: Technical: Retirement planning: Government programs, Intermediate

Comments/Reflections

Read now

You may also be interested in:

Article

How to Help Your Clients Get Ready for Retirement

Article

Social Security and Divorce: What Clients Need to Know

Aicpa cima logo footer

Explore Topics

© 2024 Association of International Certified Professional Accountants. All rights reserved.