Tax Treatment of Health Plans, IRAs, and Life Insurance Proceeds (Value Bundle) (Currently Unavailable)

Learn valuable tax planning strategies you can share with your clients with this three course self-study bundle covering Tax Treatment of Health Plans, IRAs, and Life Insurance Proceeds.

All courses qualify for CPAs, EAs, CTEC, and other tax practitioners. You have one year from date of purchase to complete each course.

This course explains the customary income tax treatment given to life insurance policy withdrawals, loans, surrender proceeds and death benefits.
Find out what you need to know about the tax treatment rules concerning contributions to and distributions from traditional and Roth IRAs and how to apply them.
This course will examine the tax treatment of personal health insurance premiums, HSAs, MSAs, disability and long term care insurance.
Total: 3 courses (10 CPE hours)

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