Health Savings Accounts Beyond the Basics
As HSA-eligible High-Deductible Healthcare Plans grow in popularity, more clients realize the tax and retirement planning opportunities available through this triple-tax-free savings vehicle.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1.5
Instructor
Kelley Long
Availability
3 months
Product Number
WC4166408
Join HSA expert Kelley Long, CPA/PFS, in this webcast where she’ll dive deeply into the nuances of Health Savings Accounts. Kelley will guide you by offering best practices for maximizing the wealth-building aspects and common pitfalls to avoid. You'll also get tips on navigating Medicare enrollment along with HSA contributions, utilizing a super HSA and end-of-life HSA planning for maximum tax efficiency.
*This webcast is CFP eligible.
Key Topics
- The ins and outs of planning for your clients with Health Savings Accounts
- Tips for navigating special situations like Medicare enrollment
Learning Outcomes
- Identify the ins and outs of the HSA triple tax free savings vehicle.
- Determine how to maximize wealth for your clients and avoid the pitfalls.
- Apply understanding of HSA planning in specific circumstances like end-of life planning.
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
PCPS members save 20%:
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an [email] (mailto:pcps@aicpa.org?subject=PCPS%20membership%20check%20%20for%20webcast%20discount) and we’ll get right back to you! Or, learn more about PCPS membership!
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