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HSA Contributions and Distributions

Summary

As high deductible health plans (HDHPs) become more and more commonplace, you’ll find an increase in clients opening health savings accounts (HSAs). There’s no question that your clients will have questions on these accounts—make sure you’re prepared to have answers. In this webinar, you will learn the basics of HDHPs and HSAs. You will learn about contributions, distributions and penalties associated with HSAs.

With there being such an increase in HSAs, to properly serve your clients, you need to understand when taxpayers are allowed to opens an HSA, who can contribute, what they can contribute, how much can be taken out, what happens if they change employers—the list goes on. This webinar addresses these questions along with distribution strategies and the consequences of not following the rules.

Objectives

Upon completion of this course, you will be able to:

  • Describe the eligibility requirements for HSAs.
  • Correctly calculate a client’s contribution limits.
  • Identify qualified expenses.
  • Outline the effects of changes of employment on HSAs.
  • Describe the testing periods associated with HSAs.
  • Describe the penalties associated with HSAs.
  • Correctly report contributions, distributions and adjustments related to HSAs.

Course Details

This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Q&A transcript. CPE is issued after exam is successfully completed.






   

Presented by: Marilyn Meredith, EA

How to Earn CPE

To receive credit for this on-demand webinar, you must make at least one attempt to answer each of the review questions included with the webinar video. You also must successfully pass the course exam with a score of 70% or better.

The course and exam will expire one year from the date of purchase.

Cancellation Policy

​Because this is an online education offering, it is nonrefundable.

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