CPE Course Information
General Information
Course Number: | 031022 |
Course Title: | Health Savings Accounts & The Backdoor Roth IRA – Rules and Mechanics |
Description: | PSTAP Members who attend at least 3 Central Chapter meetings will receive a complimentary Deluxe Edition of THE TAXBOOK! Please note: One of the 3 meetings must be the January 2023 meeting, where books will be distributed. Registration & breakfast: 7:00 a.m., CPE 8 a.m. - 12:00 p.m. Employee of member rate $60. HSAs -This session will be a review of taxation rules 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. Special section on how Medicare eligibility affects eligibility for HSAs and timing issues for those who continue working after age 65. IRAs - Prerequisite: Basic Tax Preparation Knowledge and familiarity with Roth IRA rules. This session will be a discussion of the rules on the “backdoor” Roth IRA conversion, who would be a good candidate, rules on conversion, and the mechanics of the conversion with detailed explanation of how to report on Form 1040. |
Speaker: | Mary Lew Kehm, CPA |
Knowledge Level: | Basic |
Sponsor: | PSTAP - Central Chapter |
Date: | 10/26/2022 |
Number of Days: | 1 |
Location: | Lancaster, Best Western Eden Resort |
Address: |
222 Eden Road Lancaster, PA 17601 |
CPE Credits: | 4 Credits Tax (Federal) |
Host Chapter(s): | Central |
Meal: |
Day 1 Choices Full Hot Breakfast Buffet |
Registration Information
Registration Begins: | 7:00 a.m. |
Start Time: | 8:00 a.m. |
End Time: | 12:00 p.m. |
Pricing
PSTAP Member Rate: | 50.00 |
Non-Member Rate: | 75.00 |
Cancellation Policy
No show, no refund. |
Additional Information
Directions to all CPE Locations |
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