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O Sessions

Wednesday, November 15,
10:55 a.m. - 12:10 p.m.

O1. HSA Planning: Maximizing Tax-Advantaged Savings for Clients' Health Care Expenses

Speaker(s): Ben Henry-Moreland
NASBA field of study: Specialized Knowledge - Technical (1.5)

Health savings accounts (HSAs) can be a powerful tool for middle-income savers. Gain an understanding around HSA rules, including when individuals and families are eligible to contribute, which expenses are eligible, IRS recordkeeping requirements and what happens to an HSA if the account owner dies. Help your clients navigate HSA planning and get the most out of their tax-advantaged health savings.

O2. SALT Upper Midwest Legislative and Administrative Updates

Speaker(s): Dennis Anding, Sara Arvold, Maggie Young
NASBA field of study: Taxes - Technical (1.5)

Review timely updates from the most recent legislative sessions as well as administrative updates in the upper Midwest as it pertains to sales and use tax, income franchise tax and unclaimed property. Whether your business or clients are in a single state or multiple states, these updates will be helpful!

O3. Staffing Market Update and How to Navigate the Noise of Recruiting & Retaining Employees

Speaker(s): Ann Boarman, Kevin Vig
NASBA field of study: Personnel/Human Resources - Non-Technical (1.5)

Recruitment and retention are top of mind for most firms today, and there are a lot of ideas and opinions floating around the internet. Quiet the noise by building a solid understanding of current market trends in staffing. Gain a fundamental knowledge of recruiting and retention tactics and get answers to your staffing questions.