Employee Benefits: A Deeper Look at Consumer Driven Accounts: FSAs, HSAs, HRAs

Description:

This seminar provides a basic to intermediate level overview of account-based employee benefits which include HRAs in their various forms (Health Reimbursement Arrangements), FSAs (Flexible Spending Accounts) and HSAs (Health Savings Accounts.  The seminar will provide important depth to CPAs and their staff-persons who work with employers of any size. 

Highlights:

Key Topics:
• Differentiate the account names and purposes – acronym review.
• A look at the tax rules that shape each account.
• Which kinds of owners (C-corporation, S-corporation, etc) can personally benefit?
• Real examples of employee benefit plans that utilize CDH accounts

Objectives:

Provide an overview of account-based employee benefits including HRAs in their various forms.

Prerequisites:

None Required.

Category:

AA

Credits:

1

Course Level:

Basic/Intermediate

Registrations are currently closed.

Start:

September 22, 2020 8:30am

End:

September 22, 2020 10:00am

Check-in starts at 8:15am

Leader:

Dublin, Susan

Susan Dublin, Vice President Strategic Alliances & Product Development
Susan has been with GDI since 2001. She obtained her BA from Washburn University and joined GDI with 15 years of experience working in the group benefit industry including insurance carrier and brokerage experience. She has served in Account Management and Sales Executive roles during her career at GDI, working with brokers and clients in northern New England. Currently Susan is working to identify, develop and enhance GDI’s position with new or existing sales channels, and works with the CEO in product development.

Designed For:

CPAs, HR Managers, Controllers and CFOs advising on, accounting for or managing employee benefit plans.

No

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