Health Insurance Planning

Overview

Financial resilience is essential for businesses facing crises like natural disasters and IT failures. Bruce Pounder, MBA, CPA, and Jeremy Thompson, MS, co-founders of Resilogy LLC, explore tactical cash flow modeling, emphasizing a 13-week forecasting approach to manage liquidity before, during, and after disruptions. They also discuss establishing a war room for crisis management, identifying cash flow vulnerabilities, and implementing proactive financial strategies to enhance corporate survival and stability. Please note that this product will expire either on 04/30/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.

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

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

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.