EVENT DESCRIPTION
The Kaiser Family Foundation now reports that over 50% of all working Americans are covered by Health Savings Accounts. This course provides detailed knowledge, with completed forms, of how this plan works, what the traps are, how to comply with deposit and reporting rules, and how to plan for the best tax benefits. Stripped of political burdens, you receive clear yet concise guidance on how to advise and comply with unusual rules affecting over 50% of your client base from America’s HSA experts.
EVENT OBJECTIVE
Our 2024 Health Savings Accounts course will guide you through HSA’s. With complete discussion of the qualification requirements (including Medicare recipients) we explain how to open, when to open, who can deposit, tax deductions and savings account choices. We then explain withdrawal limits and penalties and conclude with completed forms reflecting reporting guidance.
EVENT DETAILS
Company:
TaxSpeaker
Number of Hours:
2 (Recommended)
Prerequisite:
Program Level:
Update
Knowledge Level:
Intermediate
Delivery Method:
Group Internet Based
Number Of Days:
1
Food Included:
Seminar Number:
3282
Early Cut Off Date:
05/16/2024
Phone:
Venue:
Online Group Internet Based ,
Accommodations:
,
Recommended For:
CPA (2), EA (2), Tax Preparer, CFP (2)
Approved By:
NASBA, IRS, CFP