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Guiding clients through the Medicare Part B enrollment minefield Logo aicpa

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

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