Health Savings Accounts - Virtual (C62236)

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Cancellation Policy

Please note that this course is from a third-party vendor, Taxspeaker. We strongly recommend registering no later than 24 hours before the course begins. Please contact Samantha Zarantonello  if you do not receive the event logistics via email at least 24 hours before the course begins: 877-466-1040 or [email protected]. Thank you.

Date(s):

05/16/2024

Registration Open:

1:45 PM - 2:00 PM

Time:

2:00 PM - 4:00 PM

Facility:

 Online

Meeting Type:

Courses

CPE Credit:

2.00

Field(s) Of Study:

Taxes (2.00)

Level of Knowledge:

Intermediate

Price:

Member: $135.00
Nonmember: $185.00

Individual Discounts:

Not Available

Group Discounts:

Not Available

Overview

Our 2024 Health Savings Accounts course will guide you through HSA’s. With complete discussion of the qualification requirements (including Medicare recipients) we explain how to open, when to open, who can deposit, tax deductions and savings account choices. We then explain withdrawal limits and penalties and conclude with completed forms reflecting reporting guidance.

Speaker(s)