Health Savings Accounts (HSAs) - 1 Hour CPE
Health Savings Accounts (HSAs) - 1 Hour CPE
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Description
Course Overview
Health Savings Accounts (HSAs) offer valuable tax advantages, but understanding the eligibility, contribution, and distribution rules is essential for accurate tax planning and reporting. This course examines the federal tax treatment of HSAs, including eligibility requirements, contribution limits, qualified medical expenses, and compliance considerations. It also explores how HSAs can support long-term retirement planning. Participants will gain a clearer understanding of the tax benefits, limitations, and planning opportunities associated with these accounts.
Explore additional tax topics in our self-study CPE course catalog.
What You'll Learn
After completing this course, participants will be able to:
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Identify the benefits, eligibility requirements, contribution limits, qualified medical expenses, and retirement planning opportunities associated with Health Savings Accounts (HSAs).
Who This Course Is For
Tax professionals who prepare returns or advise clients on Health Savings Accounts, medical expense tax considerations, and retirement-related tax planning.
| NASBA |
Field of Study: Taxes CPE Credit: 1.0 hour Delivery Method: QAS Self Study |
| IRS |
Field of Study: Federal Tax Law CE Credit: 1.0 hour IRS Program Number: VP8T3-T-00532-25-S |
| CTEC | Field of Study: Federal Tax Law CE Credit: 1.0 hour CTEC Course Number: 1044-CE-05358 |
| Publication Date: | 3/20/2025 |
| Instructional Delivery Method: | QAS Self-Study |
| Level: | Intermediate |
| Prerequisites: | General knowledge of taxation and related tax concepts |
| Advanced Preparation: | No Advanced Preparation Required |
| Author: | Lee Reams, Sr., BSME, EA |
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Course Material: A copy of the course material is available for download under the Additional References tab. Refund Policy: Your complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101 Certified Public Accountants: CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101 |