May 18, 2026


Live Webcast


NYSED 2

Ins and Outs of Health Savings Accounts Webcast

May 18, 2026
Live Webcast
NYSED 2
  • View Bio

    Instructor

    Joseph
    Nicola

    View Bio

Learning Objectives

  • Understand how an HSA works and who can set one up
  • Recognize why an employer would want to set up an HSA for its employees
  • Describe how enrollment in Medicare affects an HSA

Major Topics

  • Benefits of an HSA
  • How an employer sets up an HSA
  • How individuals qualify to set up an HSA
  • High deductible health plans and how they relate to an HSA
  • Eligible medical expenditures
  • Annual contributions to an HSA
  • Importance of enrollment in Medicare
  • Qualified HSA funding distribution

CPE Credits Available

NYSED 2
2
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Taxation (NYSED)

Prerequisites

Basic knowledge of individual income taxation

Advanced Preparation

Basic knowledge of individual income taxation

Intended Audience

Finance and accounting professionals who anticipate advising clients with respect to health care issues, and particularly the role and mechanics of HSAs

Provider

Surgent McCoy CPE LLC

Register For This Event

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  • NYCPA Non-Member

    $ 149 149
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