Advanced webinar on Tax Rules for HSAs

Duration: 60 Minutes
Instructor: Phil Larson
Webinar Id: 800221


One Attendee


This webinar will provide an understanding of the rules tied to Healthcare Savings Accounts (HSAs) including background information, rules on eligibility, contributions, distributions, and tax filing requirements.

Why should you attend: HSAs are one of the fastest growing areas of medical plan enrollments.  These are seen as great benefit options but they also have unique tax rules tied to them.  Learn how these plans are structured and how federal tax rules apply.

Areas Covered in the Session:

  • History and background of HSAs
  • Eligibility rules
  • Contribution rules
  • Distribution rules
  • Advantages of HSAs
  • Differences of HSAs to other familiar programs like IRAs, 401(k)s, and FSAs
  • Impact of federal health reform
  • Tax forms tied to HSAs
  • Additional resources

Who Will Benefit:
  • Employers
  • Plans
  • TPAs
  • Payroll Vendors
  • Participants
  • Banks / Credit Unions
  • Employees
  • HR Departments
  • Legal
  • Benefits Groups

Educational Objectives(S)
Upon completion of this activity, participants will be able to:
  • Discuss the rules tied to Healthcare Savings Accounts (HSAs) including background information, rules on eligibility, contributions, distributions, and tax filing requirements.

CME Credit Statement
This activity has been planned and implemented in accordance with the Essential Areas and Policies of the Accreditation Council for Continuing Medical Education (ACCME) through the joint sponsorship of CFMC and MentorHealth. CFMC is accredited by the ACCME to provide continuing medical education for physicians.

CFMC designates this educational activity for a maximum of 1 AMA PRA Category 1 Credit™. Physicians should only claim credit commensurate with the extent of their participation in the activity.

Other Healthcare Professionals Credit Statement
This educational activity has been planned and implemented following the administrative and educational design criteria required for certification of health care professions continuing education credits. Registrants attending this activity may submit their certificate along with a copy of the course content to their professional organizations or state licensing agencies for recognition for 1 hour.

Disclosure Statement
It is the policy of CFMC and MentorHealth that the faculty discloses real or apparent conflicts of interest relating to the topics of the educational activity. All members of the faculty and planning team have nothing to disclose nor do they have any vested interests or affiliations

Obtaining Certificate of Credit

Colorado Foundation for Medical Care (CFMC) hosts an online activity evaluation system, certificate and outcomes measurement process. Following the activity, you must link to CFMC's online site (link below) to complete the evaluation form in order to receive your certificate of credit. Once the evaluation form is complete and submitted, you will be automatically sent a copy of your certificate via email. Please note, participants must attend the entire activity to receive all types of credit. Continuing Education evaluation and request for certificates will be accepted up to 60 days post activity date. CFMC will keep a record of attendance on file for 6 years.

Speaker Profile
Phil Larson practices as a health, welfare and fringe benefits attorney in Minneapolis, Minnesota. As a recognized expert on health care and employee wellness topics, Phil is a sought-after speaker for organizations and a frequent presenter at the Advanced Employee Benefits Seminar for the State Bar Association.

Phil served as a senior in-house attorney for a major international corporation for more than 17 years before forming his own law firm Kinney and Larson LLP. He has also been an adjunct professor at the University of Minnesota Law School. Mr. Larson practices exclusively in benefits law including the Affordable Care Act (ACA), HIPAA privacy and security, wellness, consumer health programs, and general plan compliance. He has experience with regulatory and contract issues ranging from a million dollars up to a billion dollars. His firm works with employers, health plans, providers, government organizations, third party administrators, financial institutions and entrepreneurs.

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