Health Care-related Changes and Challenges for Tax Practitioners (HCCT)

Erica Dumpel, CLU, Lawrence K. Pon, CPA, Roy Ramthun, MPH, Michael J. Tucker, JD, CPA
  • 3
  • Basic
  • Taxes
On-site : Not available; please select a webinar
Webinar :
Broadcast Times

Individual course: $91
Volume Discounts: 
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Overview

Individual and business tax clients face challenges due to the costs and complexity of our health care system, which the ongoing COVID-19 pandemic has made even more difficult. This program reviews and analyzes the principal health care issues relating to individuals and businesses that tax practitioners should know to properly advise their clients in 2022. 

Major Topics:

  • Choosing the best health insurance plan for small and medium-sized business owners
  • Ins and outs of Qualified Small Employer Health Reimbursement Arrangements (QSEHRAs)
  • Using Health Savings Accounts (HSAs) to pay health care costs and to supplement retirement savings
  • Using Individual Coverage Health Reimbursement Arrangements (ICHRAs) to reimburse employees
  • Who may use the premium tax credit to reduce the cost of health insurance
  • Health insurance arrangements for small and medium-sized businesses
  • Obligation of large employers to provide affordable, comprehensive health insurance to their employees

Learning Objectives

  • Understand the principal health care issues relating to individuals and businesses
  • Be able to explain the complexities of these issues to clients

  • Understand the principal health care issues relating to individuals and businesses
  • Be able to explain the complexities of these issues to clients
  • Understand the principal health care issues relating to individuals and businesses
  • Be able to explain the complexities of these issues to clients
  • Understand the principal health care issues relating to individuals and businesses
  • Be able to explain the complexities of these issues to clients

Tax practitioners who advise small and medium-sized business owners and individuals regarding health care issues, including group term health insurance, HSAs, and medical expense deductions

None

None

Yes

Yes

Varies by state. Check back soon for details