Understanding Health Savings Accounts (UHSA)

Michael J. Tucker, JD, CPA , Roy Ramthun
  • 3
  • Basic
  • Taxes
On-site : Not available; please select a webinar
Webinar :
Broadcast Times

Individual course: $99
Best Value: All-Star Tax Season Pass
Volume Discounts: 
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Panelists are subject to change.

A health saving account (HSA) is a tax-exempt trust or custodial account created to save and pay for qualified medical expenses in connection with a high-deductible health plan. An HSA is tax-advantaged and can serve as a retirement account in addition to paying for medical expenses. This program covers what practitioners need to know about HSAs when advising their individual clients.

Major Topics:

  • What is an HSA?
  • Eligibility for an HSA
  • How to establish an HSA
  • Choosing an HSA beneficiary or beneficiaries
  • Contributions to an HSA and distributions from an HSA
  • Tax treatment of an HSA
  • Death of an HSA account owner
  • Qualified HSA medical expenses
  • Using an HSA as a retirement account

Learning Objectives

  • Comprehensively advise clients regarding Health Savings Accounts

Any practitioner advising clients on the requirements and benefits of HSAs





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