IRMAACP™ for CPAs

IRMAA is a tax planning problem. Treat it like one.

IRMAA surcharges are triggered by MAGI — and almost every income event a CPA manages (Roth conversions, capital gains realizations, RMDs, business sale proceeds) has the potential to push a client into a higher bracket. The IRMAACP™ gives CPAs a complete IRMAA framework to integrate into tax planning, so income decisions account for the Medicare cost they create.