Section 125 Cafeteria Plans:
The Top Five Issues for Employers

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Take a deep dive into the uniquely triple-tax advantaged account that knows no bounds.

While the HSA is unquestionably the most powerful (tax) force in the universe, there are so many misconceptions, nagging issues, areas of confusion, and tricky strategies that never cease to confound. Join as on a journey through the world of HSA compliance to clear the fog and embrace the challenges for all of the opportunities they present.

This session of ABD Office Hours covers everything HDHP/HSA you need to know.

Tuesday, June 15th, 2021
10:00am - 10:45am PT

This webinar will be recorded for future listening and will be emailed to all registrants. You can submit your questions in advance to [email protected] and we will try to address during the webinar.

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Topics for Discussion

Triple-Tax Advantaged: What it means, why it matters, and how to benefit
HSA Eligibility: The basic requirements and the tricky disqualifying coverage situations (and how to avoid them)
Contributions: Understanding the limits, timing, and special situations like the last-month rule and spousal limits
Distributions: When you can make tax-free medical distributions, including the shoebox rule you need to know!
Reporting: How the HSA reporting system works under the Forms W-2, 8889, 5498-SA, and 1099-SA
Reaching Age 65: Navigating the complex waters of Medicare enrollment and its effect on HSA eligibility
CARES Act: Telehealth, over-the-counter medicines and drugs, and menstrual care products all join the HSA club
Mistaken Contributions: The nonforfeitability rule and its three exceptions that permit a return of funds