Tax-advantaged Medical Expense Accounts and Other Medical-related Tax Reduction Strategies (TMEA)

Michael J. Tucker, JD, CPA , Karen Davis, EA., Ph.D., Roy Ramthun, MSPH, Lance Weiss, CPA, CVA
  • 3
  • Basic
  • Taxes
On-site : Not available; please select a webinar
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Individual course: $94
Best Value: All-Star Tax Season Pass
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Tax practitioners must often inform their clients who own businesses about options for providing health care benefits. This program discusses Health Savings Accounts (HSAs) and various types of Health Reimbursement Arrangements (HRAs). The course covers when employers are required to 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 that provide health insurance to owners and employees, including employees who are related to owners but are not owners themselves.

Major Topics:

  • When employers must provide accident and health insurance to employees
  • What kind of health insurance applicable large employers must offer their employees
  • How to respond to IRS notices assessing Section 4980H penalties
  • Tax compliance associated with pass-through entities providing health insurance to owners
  • IRS activity associated with enforcing penalties on large employers for failure to offer health insurance to employees
  • The ins and outs of HSAs
  • Types of HRAs

Learning Objectives

Advise business owner clients regarding options for providing health insurance to themselves and their employees

Any tax professional advising clients with regard to health insurance provided to employees





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