Health Savings Accounts (HSA): Contribution & Distribution (2 hours)

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Apr 14, 2020

Registration: 9:00 AM / Program: 9:30 AM - 11:30 AM

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

This training session is designed to get the accountant up to speed quickly with the complex contribution and distribution rules applicable to health savings accounts (HSAs). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Designed For

Tax professionals that need an in-depth training on health savings accounts (HSAs) contribution and distribution rules

Objectives

Once participants have completed this session they should be able to understand the eligibility requirements for making contributions to HSAs and the tax ramifications of distributions from HSAs.

Major Subjects

  • Review the eligibility requirements for establishing and contributing to a HSA
  • Walk through the annual inflation adjusted high deductible plan and contribution limits
  • Review the tax and penalty ramifications of distributions from HSAs

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.