HSAs & Health Insurance 

CPE Credits: 2 
Course Level: Basic
Prerequisites: Basic Knowledge of Income Taxation
Advance Preparation: None

Fees: $49 for Members and $60 for Nonmembers

Summary
The cost of health care continually has been on the rise. In this webinar, learn how your clients can get the biggest tax benefit from the dollars they spend on premiums, deductibles, and other medical expenses. Determine if a person qualifies for a health savings account (HSA). Identify qualifying expenses for HSAs as well as other deductible medical expenses. You also will learn how to properly prepare Form 8889, Health Savings Accounts (HSAs). 

Objectives
Upon completion of this webinar, you will be able to:     

• Determine whether a taxpayer qualifies for an HSA.
• Discuss advantages and disadvantages of an HSA.
• Compute the annual HSA contribution limits.
• Complete Form 8889, Health Savings Accounts (HSAs).
• Determine the best option for taxpayers’ health insurance needs.

Presenter: Steve O'Rourke, EA