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Monday, February 3, 2025 Live Webcast

Ins and Outs of Health Savings Accounts (X1-HSA2-2025-01-WEBNR-34-01)

1:00 PM - 3:00 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.

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

Michael Tucker

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

Ph.D., JD, CPA

Professional Education Network

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.

PRICING

$89.00 - Member

$109.00 - Nonmember

Register Today


Note: Online pre-registration will close on February 3 at 12:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent

AREAS OF INTEREST

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