TaxSpeaker Health Savings Accounts Webinar

TaxSpeaker Health Savings Accounts Webinar
May 16, 2024
03:00 PM - 05:00 PM
Online
90 SPACES LEFT
$135 Members
$150 Non-Members

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