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Surgent CPE Launches New Health Savings Account CPE Series

In a significant move to enhance the professional education landscape for finance and tax professionals, Surgent CPE, part of the UWorld family, has launched a new series of live webinars focused on Health Savings Accounts (HSAs). This valuable resource is instructed by Roy Ramthun, M.S., widely known as “Mr. HSA,” who played a key role in implementing HSAs during his tenure at the U.S. Department of the Treasury.

The Importance of HSAs in Today’s Financial Landscape

Health Savings Accounts have garnered attention as one of the most beneficial tax-advantaged accounts available to Americans. With over one-third of those covered by private insurance utilizing HSA-eligible high-deductible health plans, the relevance of understanding these accounts has never been greater. However, the complexities surrounding HSAs—from eligibility criteria to their effective use in retirement planning—remain a significant challenge for finance professionals.

Surgent CPE’s new series addresses these gaps in knowledge through in-depth and comprehensive education taught by one of the foremost authorities in the field. Designed for CPAs, enrolled agents, tax advisors, and financial planners, the series consists of three premium courses, each offering valuable insights.

Course Breakdown

1. Introduction to Health Savings Accounts (IHS2) - This overview-level course provides foundational knowledge regarding HSAs, including eligibility criteria, contribution limits, and the triple tax advantage that these accounts offer. It also covers qualified medical expenses, investment rules, and essential tax reporting requirements.

2. Critical Issues With Health Savings Accounts (CHS2) - This basic-level course delves into the often-misunderstood intricate rules surrounding HSAs. Practitioners will learn about how HSAs interact with Flexible Spending Accounts (FSAs), disqualifying coverage, excess contributions, transfer procedures, and critical special situations such as those arising from death, divorce, and bankruptcy.

3. Maximizing Health Savings Accounts for Retirement Planning (MHS2) - HSAs are increasingly recognized as not just health tools but vital retirement planning vehicles. This course guides professionals on effectively integrating HSAs into retirement strategies, discussing topics like Medicare coordination, income-based premium planning, long-term investment approaches, and incorporating HSAs into clients' retirement income plans.

Each course is eligible for CPE credits from NASBA, IRS, and CTEC, providing professionals the necessary qualifications to stay current in a rapidly evolving regulatory environment.

Expertise of Roy Ramthun

Roy Ramthun’s background provides a unique advantage for attendees. Not only did he help establish the guidelines governing HSAs, but he also served as a health care policy adviser to President George W. Bush, where he developed proposals that expanded HSA accessibility during the significant policy transitions of that era. His extensive knowledge and first-hand experience ensure that learners receive the most accurate and relevant instruction available.

“Health Savings Accounts have quickly become integral to tax planning and retirement strategies,” remarked Elizabeth Kolar, Executive Vice President at Surgent. “It's crucial for professionals to have a complete understanding of their workings, especially amid their rising popularity.”

Available Now

The HSA CPE Series is currently accessible, with sessions scheduled throughout 2026. Each course can be purchased separately for $119, or access is included with a Surgent CPE Unlimited Plus subscription. This flexibility allows professionals at all levels to tailor their education according to their needs.

For more information or to register for the courses, interested parties can visit the Surgent CPE website at surgentcpe.com/hsa-cpe-series.

About Surgent CPE

Surgent CPE stands as a leader in continuing professional education, dedicated to advancing the knowledge of accounting and finance professionals. With a commitment to high-quality, timely, and authoritative instruction, Surgent has successfully provided over 10,000 CPE credits through various formats such as live webinars, on-demand webcasts, and self-study options.

As the landscape of professional education continues to evolve, Surgent CPE maintains its role at the forefront by ensuring that practitioners can access the best resources to achieve compliance and excel in their fields.