Health Care Issues and Planning for Tax Professionals (HPTP)

Erica Dumpel, CLU, Lida J. Bayne, SPHR, Robert C. Lickwar, CPA, Michael J. Tucker, J.D., CPA
  • 3
  • Intermediate
  • Taxes

Individual course: $94
Best Value: All-Star Tax Season Pass
Volume Discounts: 
Click here for details.


Tax practitioners may find themselves advising business and individual clients on health insurance issues and changes in health insurance. This program is an overview of the rules regarding when large employers must offer health insurance coverage to employees and what kind must be offered, as well as small-business employer choices for offering insurance on an optional basis. The panelists will also discuss pass-through entities providing health insurance to owners and employees, including employees who are related to owners but are not owners themselves.

Major Topics:

  • At what size a company is required to offer ACA compliant medical coverage
  • What penalties apply for not offering ACA compliant medical coverage
  • When an individual should enroll in Medicare
  • How employers can offer guidance to employees about their options
  • Tax compliance associated with pass-through entities providing health insurance to owners
  • What’s new in health reimbursement arrangements (HRAs)
  • How the QSEHRA option compares to the newer HRA options
  • HSA and FSA compliance and expansion of availability
  • The ongoing modifications in healthcare coverage to adapt to COVID-19 claims

Learning Objectives

  • Effectively advise clients in regard to health insurance coverage

Any tax practitioner advising clients with respect to health insurance coverage

Basic knowledge of individual income tax rules




Varies by state. Check back soon for details