Ins and Outs of Health Savings Accounts Webinar
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Ins and Outs of Health Savings Accounts Webinar

CPE

When
Dec. 5
10:00 a.m. - 12:00 p.m.

CPE Credits
2-Tax

Details

 Pricing

PICPA Member: $99 | Nonmember: $149


 More Information

Course No.
HSA2-2022-01-WEBNR-339-01
Level
Intermediate
Prerequisites
Basic knowledge of individual income taxation
Note
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Description

Health savings accounts (HSAs) are an effective way for employers to provide employees with financial help so they can pay their out-of-pocket medical expenses in a tax-efficient manner. Individuals who are not participating in an employer-funded HSA may set up their own HSA to achieve the same ends. Clients often ask tax practitioners about the mechanics of HSAs and whether they are beneficial. This program is a two-hour discussion of the topic led by Roy Ramthun, who will take you through the many rules and complexities of this challenging subject.

Highlights

  • Benefits of an HSA
  • How an employer sets up an HSA
  • How individuals qualify to set up an HSA
  • High deductible health plans and how they relate to an HSA
  • Eligible medical expenditures
  • Annual contributions to an HSA
  • Importance of enrollment in Medicare
  • Qualified HSA funding distribution


Speaker(s)

Michael J Tucker, Ph.D., LL.M., J.D., CPA

Michael J. Tucker is an employee of Surgent McCoy CPE, LLC and a consultant for the accounting firm of T.M. Byxbee Co. in Hamden, CT. He is the author of many professional articles and a veteran TV and live-seminar presenter. In addition, he heads up Surgent McCoy's webinar efforts, where he writes and hosts many of the webinars Surgent McCoy sponsors and presents. Mr. Tucker was a professor at Quinnipiac University in Hamden, CT and worked with KPMG Peat Marwick and Deloitte & Touche. Mr. Tucker received his J.D. from New York University, his LL.M. from Georgetown University Law Center, and his Ph.D. from the University of Houston.

 

 


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