Event Calendar
Prev MonthPrev Month Next MonthNext Month
IRMAA and Roundtable - Central Valley Chapter In-Person Meeting
De Vaney Business Services
1050 N Carpenter Rd Ste
Modesto, CA 95351
Sunday, February 16, 2025, 1:00 PM - 4:00 PM PST
Category: In-Person Chapter Meetings

IRMAA and Roundtable
Central Valley Chapter In-Person Meeting

Date and Time:

Sunday, February 16, 2025
1:00 PM to 4:00 PM

Location:

De Vaney Business Services
1050 N. Carpenter Road
Suite I
Modesto, CA 95351

Topic Description: 

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 meeting we will learn about the Medicare premiums and how they are computed. We will learn about Form SSA-44 for a redetermination of the IRMAA adjustment. We will also learn about how to avoid IRMAA or at east minimize IRMAA.

Presenter(s):

Lawrence Pon, CPA/PFS, CFP, 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 of San Francisco.

CPE Information:

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

IRS: 18QC1-T-02062-24-I
CTEC: 1000-CE-5526

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Cost if registered by February 13, 2025
Registration Fee (Member): $25
Registration Fee (Non-Member): $55

Cost if registered after February 13, 2025
Registration Fee (Member): $30
Registration Fee (Non-Member): $60

Registration:

Please call and rsvp as soon as possible at 209-524-4345.


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.


Contact: Please call and rsvp as soon as possible at 209-524-4345.