CPE Course Information
General Information
Course Number: | 060822 |
Course Title: | Health Savings Accounts, Inherited IRA's and Secure Act 1.0 Revisited |
Description: | HSAs: This session will be a review of taxation of HSA’s, including eligibility requirements (individual and policy), contribution rules and limits, withdrawal rules, penalties, deposits, treatment after death, and the sometimes confusing reporting for HSAs. IRAs After Death Before and After SECURE: This session will be an overview of inherited IRAs including discussion of Designated Beneficiaries, Death Distribution Options, Death BEFORE Required Beginning Date, Death ON or AFTER Required Beginning Date, Taxation of Death Distributions, and Pennsylvania Treatment. Rules before and after the SECURE Act will be covered, including proposed regulations issued February 2022 and effective this year. |
Speaker: | Mary Lew Kehm, CPA |
Knowledge Level: | Basic |
Sponsor: | PSTAP - Philadelphia Tri-County Chapter |
Date: | 08/09/2022 |
Number of Days: | 1 |
Location: | Springfield, Springfield Country Club |
Address: |
400 W. Sproul Road Springfield, PA 19064 |
CPE Credits: | 5 Credits Tax (Federal) |
Host Chapter(s): | Philadelphia |
Meal: |
Day 1 Choices Lunch buffet No meal |
Registration Information
Registration Begins: | 8:00 a.m. |
Start Time: | 8:30 a.m. |
End Time: | 1:30 p.m. |
CPE Only Pricing
CPE Only Member Rate: | 65.00 |
CPE Non-Member Rate: | 95.00 |
Pricing
PSTAP Member Rate: | 80.00 |
Non-Member Rate: | 115.00 |
Cancellation Policy
No show, no refund. |
Additional Information
Directions to all CPE Locations |
Comments are closed.