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Friday, December 22, 2023 Live Webcast

Ins and Outs of Health Savings Accounts (E2312382)

3:00 PM - 4:40 PM EST

Registration: 2:30 PM EST

webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

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.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

Finance and accounting professionals who anticipate advising clients with respect to health care issues, and particularly the role and mechanics of HSAs

BENEFITS

  • Understand how an HSA works and who can set one up
  • Recognize why an employer would want to set up an HSA for its employees
  • Describe how enrollment in Medicare affects an HSA

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

COURSE LEVEL

Intermediate

PREREQUISITES

Basic knowledge of individual income taxation

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS credit

INSTRUCTOR

Arthur Auerbach

Arthur Auerbach, CPA, CGMA
(4.6)

Arthur Auerbach, CPA, CGMA is an independent tax consultant located in Atlanta, Georgia, specializing in tax consulting and estate and financial planning for individuals and closely held businesses. He is affiliated with the Asbury Law Firm as a team member and special consultant. He is a member of the Georgia, Virginia, New York, and Greater Washington CPA societies and licensed in each jurisdiction. Art was appointed to the AICPA Tax Executive Committee for a three-year term in 2018. In May 2021, Art was appointed to be a member of the AICPA Tax Practice and Procedure Committee, and in 2024, he became the vice-chair of the committee. He is scheduled to be the Chair effective May 2025. He is a life member of the American Institute of CPAs. He serves on the Georgia Department of Revenue Commissioners Advisory Group, the Financial Literacy Task Force, and Leadership Council, in addition to being the immediate Past Chair of the GSCPA Federal State Tax Task Force. He is also a former member of the Virginia Society’s Tax Committee. He has served as an advisor to the District of Columbia Office of Tax and Revenue and the Tax Commissioners Advisory group in Virginia. Art is a nationally recognized speaker on a variety of tax topics offered for continuing education for CPAs and financial planners. He has authored several publications and articles.

PRICING

$99.00 - Member

$136.50 - Nonmember

Event Cancelled

This event has been cancelled.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Surgent

AREAS OF INTEREST

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