Health Insurance Planning 2024

Course Details

Date

Tuesday, August 20, 2024

9:00am – 12:30pm (Registration: 8:30am)

Location

Online

Field of Study

Taxation

CPE Credit

4 hours CPE credit

Level of Knowledge

Beginning

Vendor

CalCPA

Prerequisites

None

Description

Many don't realize it, but one's health is one's greatest wealth. Health-related decisions can have a major impact on personal happiness and financial success. Acquire a better understanding of medical insurance options, including government exchanges, workplace plans, and health savings accounts. Managing the risk of a financially catastrophic illness requires thoughtful analysis of personal, tax, and financial factors.

Highlights

• The interrelationship of health, happiness and financial well-being
• Tax planning for health care costs
• The failures and successes of the Affordable Care Act
• Medical insurance terminology, alternatives and strategies for selecting the best option
• The pros and cons of health savings accounts

Objectives

• Determine medical insurance terminology and options
• Recognize the tax benefits of and differences between plans
• Identify the correct path through the myriad choices when exploring health insurance options

Designed For

CPAs, financial advisors and personal financial planners.

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