Jeff Belfiglio

Health Savings Accounts: Fundamentals and Opportunities

May 11th, 2017 1:00 PM to 2:30 PM ET
Can't attend live? By registering, you will be able to view the course live, view a recording at any time for 12 months, or both.

Health Savings Accounts (HSAs) are growing in popularity and are likely to be at the heart of any successful health care reform legislation. In this webinar, you will learn the key rules governing when a HSA can be used and its tax advantages. The presentation will also explore innovative design opportunities for employer contributions to make HSAs more popular with employees. Among other things, the course will cover topics such as:

  • Who is eligible to have an HSA and the types of health coverage that can and cannot be used with it
  • Contribution limits including rules when spouses have different types of coverage
  • Tax treatment of contributions, earnings, and distributions from HSAs
  • Coordinating HSA coverage with HRAs and health FSAs
  • The nondiscrimination rules for employer contributions and the design opportunities they provide
  • The future of HSAs under various proposed reforms

View Continuing Education Credit

Attorneys

We are approved providers in several states, and our webinars are routinely approved in all states. When you register, you will enter the state(s) for which you are seeking CLE credit. In the unlikely event that the webinar is not approved, we will fully refund your registration fee.

This course is eligible for 1.8 General credits in the following states: CO, FL, KS, MO, NJ, NY, OK, RI, VA, WV, and WI.

This course is eligible for 1.5 General credits in the following states: AK, AL, AZ, AR, CA, DE, GA, HI, ID, IL, IN, IA, KY, LA, ME, MN, MS, MT, NE, NH, NM, NC, ND, NV, OH, OR, PA, SC, TN, TX, UT, VT, WA and WY.

This course is not approved in the on-demand/recording format for the following states: AR, KS, NE, RI, VA.

HR

This program has been approved for 1.5 (General) recertification credit hours toward PHR, SPHR, and GPHR recertification through the HR Certification Institute.

Clear Law Institute is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. This program is valid for 1.5 PDCs.

Jeff Belfiglio


About the Presenter

Jeff Belfiglio is partner in the Bellevue, Washington office of Davis Wright Tremaine LLP. Mr. Belfiglio has over 30 years’ experience practicing in the employee benefits field. His practice covers all types of retirement plans, including those for nonprofit entities, as well as health and welfare plans, cafeteria plans, and nonqualified deferred compensation. He is a graduate of Stanford Law School.

Group Discounts

icon-groupIf you add more people from your organization, the registration fee for each person will be discounted as described below. The discount will be automatically applied during checkout.

2-4

$149
25% Off

5-9

$133
33% Off

10+

$99
50% Off

View Live and/or Recording

icon-webinar-smYou may view the webinar live and/or you may view the recording of the webinar as many times as you wish for up to 1 year afterwards. Immediately after the live presentation, you will be able to view the recording at the same link. You do not need to view the live presentation to get access to the recorded webinar. If you have any questions, please contact us.

Access Everywhere

Access the live and/or recorded webinar on your computer, tablet, or smartphone.

Money-Back Guarantee

If you’re not satisfied with the course, we will promptly refund your money.

All-Access Membership

icon-membershipJoin our all-access membership program to participate in this webinar and any live or recorded webinar for a flat annual fee.

Learn More

FAQs

Any questions?  Please view our FAQs page or contact us.

$199

Group Discounts

icon-groupIf you add more people from your organization, the registration fee for each person will be discounted as described below. The discount will be automatically applied during checkout.

2-4

$149
25% Off

5-9

$133
33% Off

10+

$99
50% Off

View Live and/or Recording

icon-webinar-smYou may view the webinar live and/or you may view the recording of the webinar as many times as you wish for up to 1 year afterwards. Immediately after the live presentation, you will be able to view the recording at the same link. You do not need to view the live presentation to get access to the recorded webinar. If you have any questions, please contact us.

Access Everywhere

Access the live and/or recorded webinar on your computer, tablet, or smartphone.

Money-Back Guarantee

If you’re not satisfied with the course, we will promptly refund your money.

All-Access Membership

icon-membershipJoin our all-access membership program to participate in this webinar and any live or recorded webinar for a flat annual fee.

Learn More

FAQs

Any questions?  Please view our FAQs page or contact us.