1 Credits: Taxes
Before this class, the intricate benefits and strategic uses of Health Savings Accounts might seem complex and underutilized in your financial toolkit. Under the guidance of Larry Pon, a multi-credentialed expert, this course acts as a bridge, enhancing your understanding of HSAs. After completion, you’ll have a comprehensive grasp of HSA advantages, eligibility criteria, and the unique one-time IRA rollover provision. You’ll also learn advanced strategies like the ‘Super HSA’ and how to effectively use HSAs for paying insurance premiums, alongside their role in Medicare and retirement planning. This course transforms your approach to HSAs, equipping you with the knowledge to effectively incorporate these accounts into broader financial and healthcare planning strategies.
Upon completion of this course, participants will be able to:
- HSA advantages;
- Who can participate;
- One-time IRA rollover provision;
- Super HSA;
- Withdrawals from HSA;
- Payment of insurance premiums; and
- HSA in relation to Medicare and retirement planning.
November 16, 2022
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02273-22-O
IRS Federal Tax Law Credits: 1
CTEC Course Number: 2071-CE-1852
CTEC Federal Tax Law Credits: 1
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Meet The Experts
Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.