Course Description:

Flexible Spending Accounts (FSAs) are one of the most valuable benefits provided in the workplace for medical and dependent care expenses. However, many people overlook utilizing this benefit or forfeit tax savings and ultimately increase costs. Through real life exercises and interactive discussion, participants who attend this course will gain more in-depth knowledge to understand and manage flexible spending accounts.

Course Objectives:

• Discover how the FSA works.
• Uncover valuable tax benefits offered by FSAs.
• Assess what types of care qualify for dependent care.
• Review common overlooked medical expenses that qualify.
• Pinpoint what types of expenses are considered ineligible.
• Identify the maximum spending plan limits.
• Evaluate carefully one's personal and family situations.
• Learn how to plan more wisely for medical and dependent care expenses.
• Review sample calculations using real life scenarios.
• Calculate if and how much one should set aside.
• Find out special circumstances when changes are allowed.
• Determine smart ways to use up year-end plan amounts.
• Learn how to make better cost projections.
• Monitor spending more closely during the year.

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