Health Insurance Planning 2024
Overview
Many don’t realize it, but one’s health is one’s greatest wealth. Health-related decisions can have a major impact on personal happiness and financial success. Acquire a better understanding of medical insurance options, including government exchanges, workplace plans, and health savings accounts. Managing the risk of a financially catastrophic illness requires thoughtful analysis of personal, tax, and financial factors.
Highlights
- The interrelationship of health, happiness and financial well-being
- Tax planning for health care costs
- The failures and successes of the Affordable Care Act
- Medical insurance terminology, alternatives and strategies for selecting the best option
- The pros and cons of health savings accounts
Prerequisites
None
Designed For
CPAs, financial advisors and personal financial planners.
Objectives
- Determine medical insurance terminology and options
- Recognize the tax benefits of and differences between plans
- Identify the correct path through the myriad choices when exploring health insurance options
Preparation
None
Notice
This course is offered by a 3rd party vendor. Login instructions will not be accessible in the My CPE Tracker section of the ISCPA website. Login instructions will be emailed directly to you by California Education Foundation (CalCPA).
Leader(s):
Leader Bios
J. Randy Gardner
Randy Gardner, JD, LLM, MBA, CPA, CFP ® is a professor of Tax and Financial Planning and director of the Certificate in Financial Planning program at the University of Missouri - Kansas City. He is a coauthor of several books on tax issues and is also a highly rated discussion leader. In addition to teaching, Mr. Gardner works as a tax and financial planning consultant for several accounting firms and over 200 individual clients. He also serves on the Editorial Board of The Journal of Financial Planning and on the Board of Examiners of the Certified Financial Planner Board of Standards, and he is a member of the Missouri Society of CPAs. Mr. Gardner earned a Bachelor of Arts degree, cum laude, from Harvard University, his JD and MBA degrees from the University of Kansas, and a Master of Law in Taxation from the University of Missouri - Kansas City 4/06
Non-Member Price $209.00
Member Price $159.00