February 2024 TAXPRO Exam
1 CPE for AFSP, EA, CRTP
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Summary
Health savings accounts (HSAs) have existed for 20 years, and by now, most practitioners have had some experience with them. With the popularity of HSAs, it’s important for practitioners to understand them –the basics and the tax advantages they provide now and in the future. In this article, we’ll discuss the intricacies of HSAs, including funding and distributions; provide practical examples addressing common scenarios that many practitioners are encountering in practice; and offer planning strategies to take advantage of the potential triple tax break they provide.
Exam Details
Materials will include the Health Savings Accounts - Recognizing the Intricacies article, printable exam questions for study purposes and the online exam. CPE will be issued after the exam is successfully completed.
Course Year: 2024
Course Level: Basic
Prerequisite: None
Advanced Preparation: None
Deliver Method: QAS Self Study
| CPE Credits | Designation | Field of Study |
|---|
| IRS | 1 | AFSP | Federal Tax Law Topic |
| IRS | 1 | EA | Federal Tax Law Topic |
| NASBA | 0 | CPA | N/A |
| CTEC | 1 | CRTP | Federal Tax Law Topic |
| CFP Board | 0 | CFP® | N/A |
How to Earn CPE
To receive credit for this article and exam, you must successfully pass the course exam with a score of 70% or better. We also recommend completion of the review questions and feedback provided with the article.
The course and exam will expire one year from the date of purchase.
Registration/Cancellation Policy
You must be a current Professional or Premium level member to register for this exam. To access this member benefit, register before February 2025. You have one year from registration to complete the course to earn CPE. Because this is an online education offering, it is nonrefundable.
