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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
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Reviewed
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 healthcare 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.
Major Topics Covered:
Owner, Pon & Associates
Lawrence Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA
Mr. Pon has been in tax practice since 1986 and speaks regularly to tax professionals and financial advisors on the latest tax planning and preparation topics.
Mr. Pon enjoys helping his clients reach their financial goals through comprehensive tax planning and financial planning.
Mr. Pon received his BS in Business Administration (Accounting & Finance) from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
221 Ratings
Excellent
135
Very Good
71
Average
12
Poor
1
Terrible
0
CS
Jan 27th, 2022
Loved this class, would even take it again to hear some of the gems of info the instructor presented! Thank you!
CS
Jan 27th, 2022
Loved this class, would even take it again to hear some of the gems of info the instructor presented! Thank you!
CS
Jan 27th, 2022
Loved this class, would even take it again to hear some of the gems of info the instructor presented! Thank you!
LC
Jan 20th, 2024
I have completed 20 on-demand webinars with myCPE and this is the first one that I've ranked as "Fantastic". It's an excellent review of HSAs. I've done multiple webinars from Larry Pon and he's always a solid presenter. He's accompanied by Ray Ramthun in this presentation. Ray is an HSA expert and adds greatly to the presentation.
MG
Jan 10th, 2023
One of the best webinars I had taken. Since I have been in an HSA since 2013, I was pretty familiar with it. However, this webinar gave me much more info, that I was not even aware of. I really like that I can go shopping for an LTC plan now, knowing I can use my HSA Funds, to pay for the Premiums!
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