Ins and Outs of Health Savings Accounts Webinar

Feb 6
1:00 - 3:00 p.m.

Online

2-Tax
CPE Credits

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

Registration

PICPA Member: $99
Nonmember: $149

More Information

Course No. HSA2-2023-01-WEBNR-37-01

Level: Intermediate

Prerequisites: Basic knowledge of individual income taxation

Notes
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.

Speaker(s)

Michael Tucker

Surgent McCoy CPE LLC

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