CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Health Savings Accounts (HSA)

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Taxes

Course Description

This class from Larry Pon (CPA/PSF, CFP, EA, USTCP, AEP) will provide you with an overview of the advantages and benefits of a Health Savings Account (HSA). The money you put into an HSA is tax deductible with the balances grow tax free over the account owners lifetime. Withdrawals from the HSAs are tax free if used for eligible health care expenses. This triple tax advantage makes HSAs a powerful option for you or your client.

Learning Objectives

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.

Course Specifics

Course ID
WC1822308514
Revision Date
November 16, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02273-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
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 registeration 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.

Course Instructor

Larry Pon
Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

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.

Health Savings Accounts (HSA)

CPE CREDITS
1 Credits: Taxes

$49.00


Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Taxes

Course Description

This class from Larry Pon (CPA/PSF, CFP, EA, USTCP, AEP) will provide you with an overview of the advantages and benefits of a Health Savings Account (HSA). The money you put into an HSA is tax deductible with the balances grow tax free over the account owners lifetime. Withdrawals from the HSAs are tax free if used for eligible health care expenses. This triple tax advantage makes HSAs a powerful option for you or your client.

Learning Objectives

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.

Course Specifics

Course ID
WC1822308514
Revision Date
November 16, 2022
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02273-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
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 registeration 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.

Course Instructor

Larry Pon
Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

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.

Health Savings Accounts (HSA)

CPE CREDITS
1 Credits: Taxes

Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.

$49.00