Health Insurance Planning 2024

Tuesday, August 20, 2024
Webcast or Webinar, Online
11:00AM - 2:30 PM (opens at 10:30AM) EST
4Credits

Registration is Open

Members
$159.00 Regular Price
Non-Members
$209.00 Regular Price

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$80.00 Members / $112.00 Non-Members
Course Type: Webcast
Course Code: 24/2124379
Level: Basic
Vendor: California CPA Education Foundation
Field of Study: Taxes

Overview:

Many don't realize it, but one's health is one's greatest wealth. Health-related decisions can have a major impact on personal happiness and financial success. Acquire a better understanding of medical insurance options, including government exchanges, workplace plans, and health savings accounts. Managing the risk of a financially catastrophic illness requires thoughtful analysis of personal, tax, and financial factors.

Objectives:

• Determine medical insurance terminology and options • Recognize the tax benefits of and differences between plans • Identify the correct path through the myriad choices when exploring health insurance options

Major Topics:

• The interrelationship of health, happiness and financial well-being • Tax planning for health care costs • The failures and successes of the Affordable Care Act• Medical insurance terminology, alternatives and strategies for selecting the best option • The pros and cons of health savings accounts

Major Topics:

• The interrelationship of health, happiness and financial well-being • Tax planning for health care costs • The failures and successes of the Affordable Care Act• Medical insurance terminology, alternatives and strategies for selecting the best option • The pros and cons of health savings accounts

Designed For:

CPAs, financial advisors and personal financial planners.

Prerequisites:

None