Black Friday Offer Extends till Dec 3rd ! Unlimited Continuing Education only @$299 $199 (3 Days Left) CLICK HERE to view.
Black Friday Offer Extends till Dec 3rd ! Unlimited Continuing Education only @$299 $199 (3 Days Left) CLICK HERE to view.
2 Credits
$20
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-S)
2 CE credit of Federal Tax Subjects 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 CE credit for Retirement Income Certified Professional
2 CE credit for Financial Services Certified Professionals
2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00768-21-S)
2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00768-21-S)
2 CE credit for Certified Senior Advisor (CSA)
2 CE credit for Chartered Advisor in Senior Living
2 CE credit for Chartered Financial Consultant (ChFC®)
2 General Educational credit for Tax Professionals / Bookkeepers / Accountants
Employee Stock Plans: RSU, ESPP, ISO, NQSO
Ethics and Earnings Management
Best Tax Return Workshop - Partnerships & LLCS (Form 1065) Latest
Key to Scale in Offshoring: PROCESSES!
Best Tax Return Workshop On S Corporation (1120S) - Latest
The Importance of Living your Organizational Values
Why Good Accountants do Bad things
Work Well Remotely: Healthy habits at home
The Beginner's Guide to QuickBooks Online
Abandoned Wages: How to Stay in Compliance When Reporting and Remitting
Google Sheets
Personal Credit Mastery Course Intro
Casualties, Disasters & Settlements
Comprehensive Course on Personal Credit Mastery
Personal Finance Mastery
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.
