Overview

Health insurance is so central to the health and well-being of people that it may be hard for many Americans to believe it could ever have been a less important factor in helping to promote good health than it is today. In fact, health insurance as it is recognized today is a relatively recent development.

Since the early development of health insurance coverage, many changes have occurred in the manner in which health care services are delivered and paid for. Among those changes is the emergence of various tax-favored health plans. This course will examine many of those tax-favored health plans.

CPE Acceptance

 

CPE Course For:

CPAs in most states (chart)
Other Professionals (chart)
 AFSP
 EA
 Tax Preparer

Not sure?  Contact us!

Online Course Materials

This is a fully online materials course that does NOT require the separate purchase of a book.

How will I access the materials?

Once you login to your course, click on the materials link to access the PDF materials and

  • Read online
  • Download to your computer
  • Print out

Details

FunCPE Course #: PWX0721
Materials: Online materials
Format: Interactive self-study
Subject: Federal Tax
Exam questions:  Final-15 multiple choice
Document length:  50 pages
Passing score: 70% | Unlimited retakes
Prerequisites: None
Advance prep: None
Course level: Overview
Last reviewed/updated: 01/15/21
Expiration: One year from enrollment

Learning objectives

 Upon completion of this course, you should be able to:
• Identify the tax treatment of premiums for and benefits from health insurance policies;
• Apply the rules governing health savings accounts and Archer medical savings accounts;
• Recognize the tax treatment of health reimbursement accounts;
• Compare the tax treatment of employer-paid and individually-paid disability income insurance policies;
• Apply the tax rules governing business-related disability coverage; and
• Identify the tax treatment of long term care insurance.