Surgent's Health Savings Account Optimization
Available Anytime
Location:
Online
1Credits
Technical Business
Registration is Open
FICPA Members
Nonmembers
$64.00 Regular Price
Product Code: SU24-PRDR-SSWC
Level: Overview
Vendor: Surgent
Field of Study: Taxes
Overview:
Health savings account optimization allows individuals with a high deductible health plan to contribute money into a tax-advantaged medical savings account. Individuals receive the tax deduction in the year of contribution, the HSA account stays with that individual (not with an employer) for as long as they want, and they can then use that money to pay future or current medical expenses tax free! Learn about this strategy for tax firms and the steps you need to take for your clients that could save an average of a couple thousand dollars per family, per year!Objectives:
- Be familiar with health savings accounts
- Identify clients who can qualify for an HAS and be able to explain the benefits and risks to those clients
- Determine steps for both the firm and the client to take to implement an HSA easily
Major Topics:
- An overview of an HSA
- Contribution and distribution limitations
- How to implement an HSA
- Opportunities and risks of an HSA
- Common questions and resources
- Special access to TaxPlanIQ
Designed For:
Accounting and Financial Professionals who want to provide tax planning services to their clients and save them moneyPrerequisite:
2+ years of experience working with individual or business clientsAdditional Info:
You will receive an email from info@surgent.com with instructions on how to log onto your course shortly. If you do not receive the email within the hour, please check your spam filter.
For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email info@surgent.com. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.