Webinar

HSA Review & Update – 2012-2013 Tax Year

It’s tax season again and your bank will have to kick into high gear for this busy time.  To prepare, this HSA review will give you all the new numbers and changes for the 2012-2013 tax season.

It is important to know any new regulatory issues, changes and guidelines that will directly impact your customers for the current tax year and the year ahead.  This program is for those who work with HSAs on the frontline and support the HSA department and management on complicated issues.  It will include a product review, information about how HSAs move and change, and how to manage the compliance and reporting piece of the 2012 tax year.  Once you attend this webinar, you will be completely updated and ready for a great tax season. .

Highlights

  • 2012 & 2013 numbers for all HSA products
  • Reporting changes and highlights
  • Once in a life-time movement from an IRA to an HSA
  • HSA eligibility requirements
  • Full Contribution Rule and Testing Period
  • Compliance Hotspots:  Debit Cards, Checking Accounts, Overdrafts and other HSA compliance issues
  • Death Distributions
  • Medical expenses
  • A To Z on HSAs
  • A complete HSA handbook to go with session
     

Audience

IRA coordinators, branch operations staff, trainers, customer service representatives, call centers, and all personnel who deal with IRAs and HSAs.

Speaker

Deborah Crawford is the President of gettechnical inc, a Baton Rouge-based firm, specializing in the education of financial institutions across the nation.  Her 27+ years of experience began at Hibernia National Bank in New Orleans.  She graduated from Louisiana State University with both her bachelor’s and master’s degrees.  Debbie specializes in the education of financial institution employees and officers in the area of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.

Credit Information

Institute of Certified Bankers: Visit aba.com/icb/membercereview for instructions regarding self-reporting. Estimated credits: 2.5 hours CRCM/CCSR/CPB.
 

Pricing

Live Webinar:

Member price: $265.00 | Non member price $530.00

On-Demand Webinar

Member price: $280.00 | Non member price $560.00

Registration

Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

ConferenceEdge
4434 W. 29th St., Denver, CO  80212

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.

Commands