Planning for Medicare Taxes, Premiums and Surcharges

Dec 23, 2019 | Healthcare

Recently, Francis C. Thomas, CPA, PFS published an article on Medicare Planning in the Journal of Accountancy, published by the American Institute of Certified Public Accountants. We are happy to share the link to that article with you here.

In this article, Frank shares an overview of the different plans available, as well as how taxes are assessed, premiums, surcharges, and some smart Medicare planning strategies.

https://www.journalofaccountancy.com/issues/2019/nov/medicare-taxes-premiums-surcharges.html

 

 

Subscribe to our Accounting, Tax and Business Insights Newsletter

This field is for validation purposes and should be left unchanged.
Email Address:
Name(Required)
Privacy(Required)
Client Spotlight: Ozzie’s Luncheonette

Client Spotlight: Ozzie’s Luncheonette

If Longport could be said to have a landmark, that would be Ozzie’s. Ozzie’s opened in 1948 at the corner of 24th and Atlantic Avenue as a food market and a liquor store. Ozzie Lenzsch acquired the lots directly next door and opened the luncheonette in 1952. For...

read more
The One Big Beautiful Bill Act

The One Big Beautiful Bill Act

On July 4th, 2025 President Donald Trump signed the One Big Beautiful Bill Act (OBBBA).  This bill has several important changes to various aspects of the tax regime.  This article is a summary of the bill’s extension of expiring tax codes and updates for individuals,...

read more
The Baby Boom is Now the Aging Boom

The Baby Boom is Now the Aging Boom

According to the Wall Street Journal, the US octogenarian population is expected to increase by 4 million over the next 5 years. The oldest “boomers” are approaching 80, and advances in technology and medicine mean that enjoying life well into one’s 90s is...

read more