IRMAA Certified Planner and Nebraska Society of CPAs Team Upto Deliver Medicare IRMAA Tax Workshops

FOR IMMEDIATE RELEASE

IRMAA Certified Planner and Nebraska Society of CPAs Team Up to Deliver Medicare IRMAA Tax Workshops

Lincoln, NE – April 9, 2025 – IRMAA Certified Planner (www.irmaacertifiedplanner.com) is proud to announce a new joint effort with the Nebraska Society of CPAs (www.nescpa.org) to deliver a series of exclusive workshops for NESCPA members focused on the complexities and planning strategies surrounding the Medicare IRMAA (Income-Related Monthly Adjustment Amount) tax.

With growing concern among retirees and pre-retirees about rising Medicare costs, this collaboration brings timely and practical education to Nebraska CPAs who are eager to enhance their knowledge and expand their financial planning skill set.

The online workshops will launch this spring and will provide in-depth training on how to identify, analyze, and mitigate IRMAA surcharges through various financial planning strategies, including Roth conversions, income timing, and the use of tax-efficient investment vehicles. These sessions are designed to help CPAs deliver more value to their clients by proactively managing healthcare-related tax costs in retirement.

“We’re thrilled to work with the Nebraska Society of CPAs to bring this critical training to their members,” said Paul Morrison, co-founder of IRMAA Certified Planner.

“Helping our members stay ahead of key tax planning issues is central to our mission,” said Joni Sundquist, president and executive director of the Nebraska Society of CPAs. “Our collaboration with IRMAA Certified Planner offers Nebraska CPAs an important opportunity to deepen their understanding of Medicare-related tax impacts and better serve clients who are navigating retirement and rising healthcare costs.”

This initiative reflects a shared commitment to professional development, client education, and addressing the evolving needs of today’s financial professionals.

About IRMAA Certified Planner

IRMAA Certified Planner is a leading provider of specialized education and tools for financial professionals seeking to navigate the Medicare IRMAA tax. The organization offers certification programs, software, and training designed to help advisors optimize retirement income strategies while minimizing avoidable Medicare surcharges.

 About Nebraska Society of CPAs

The Nebraska Society of CPAs is a statewide professional organization representing approximately 2,600 CPAs across the state. The organization provides educational programming, legislative and regulatory advocacy, networking opportunities, and additional resources to enhance the value and influence of the CPA profession in Nebraska.

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