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Comprehensive Guide to Health Savings Accounts (HSAs)

  • AFSP
  • CPA (US)
  • CFA
  • Tax Preparer
  • CTEC
  • ChFC®
  • CSA
  • FSCP®
  • CASL
  • RICP
Guide to Health Savings Accounts (HSAs)

2 Credits


Subject Area


Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00768-21-O)

2 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0711)

2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

2 PL credit for Chartered Financial Analyst (CFAs)

2 CPD credit (Verifiable) for CPA/PFS

2 CE credit for Financial Services Certified Professionals

2 CE credit for Retirement Income Certified Professional

2 CE credit for Chartered Financial Consultant (ChFC®)

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00768-21-O)

2 CE credit for Chartered Advisor in Senior Living

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00768-21-O)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

The high cost of health care and its inaccessibility to many people have created an environment where, for some, health care is unreachable. 

Given the rising costs of health care and the fraying of employer-provided health insurance, many people have come to assume more personal responsibility for their health care expenses. One popular option is the health savings account (HSA), which is a self-directed, self-funded plan designed to help individuals meet current and future health care expenses on a tax-free basis.

Employers and their service providers and advisors must understand what kind of coverage is required for HSA eligibility, and what types of programs and benefits can make employees ineligible for HSA contributions.

HSAs benefit taxpayers in many ways, including providing tax-free funds to pay for health care expenses. HSAs can also provide an investment vehicle, additional retirement funds, and an emergency cash stash. They may be one of the most beneficial yet underutilized planning tools available to certain taxpayers.

Contributions to HSAs avoid both federal and most state income and payroll taxes (e.g., FICA, FUTA). Employers often offer these plans, and the fees and investment options vary with each financial institution.

Participants can withdraw money tax-free from their HSA for eligible medical expenses. The list of qualifying medical expenses is fairly liberal and includes over-the-counter drugs, acupuncture, and qualifying travel expenses. Taxpayers can use HSA funds to pay Medicare premiums after age 65.

Tax advisers working with employers and individuals participating in these plans need to understand the benefits and requirements for contributions and distributions and other unique opportunities these accounts provide so they can incorporate them into the financial advice they provide, especially when planning for retirement.

This CPE course will explore the advantages of HSAs, including plan and participant requirements, contributions and limits, investment options and using an HSA to supplement retirement plans.

Learning Objectives

  • To evaluate what is an HSA.
  • To investigate who can and who cannot use them.
  • To discuss the qualified health insurance plans.
  • To explain contribution limits.
  • To identify qualifying expenses.
  • To discuss the tax advantages.
  • To analyze the investment opportunities.
  • To evaluate how to supplement retirement plans.
  • To discuss the Super HSA.

Who Should Attend?

  • Accountant
  • Annual Filing Season Program
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Public Accountant
  • Certified Senior Advisor
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Finance Pros
  • Financial Planner
  • Finanical Analyst
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Senior Accountant
  • Young CPA