Health Savings Account CPE Series

A Health Savings Account (HSA) is a tax-advantaged savings account available to individuals enrolled in an HSA-qualified high-deductible health plan (HDHP). HSAs offer a triple tax advantage: contributions are tax-deductible, investment growth is tax-free, and withdrawals for qualified medical expenses are also tax-free.

Unlike flexible spending accounts (FSAs), HSA funds roll over from year to year with no use-it-or-lose-it requirement, and the account is fully portable — it belongs to the individual, not the employer. More than one-third of Americans with private health insurance are now covered by an HSA-eligible plan, making HSA knowledge essential for any tax or financial planning professional.

Yes. All three courses — IHS2, CHS2, and MHS2 — are premium courses exclusively included with the Unlimited Plus subscription. They are not available with Unlimited Webinars or Unlimited Self-Study.

Unlimited Plus is the only Surgent CPE subscription that includes premium courses, on-demand webcasts, gamified courses, and the full live webinar catalog. At $357 if purchased individually, all three HSA courses are covered by a single Unlimited Plus subscription that also provides access to 10,000+ additional credits.

Each course in the HSA series is worth 2 CPE credits, for a total of 6 CPE credits across all three courses. All three courses qualify for:

• NASBA-approved CPE credit (field of study: Taxes)
• IRS continuing education credit
• CTEC credit

You may take the courses in any order. There is no requirement to complete all three, though the series is designed to build progressively from foundational concepts (IHS2) through critical compliance issues (CHS2) to retirement planning strategy (MHS2).

All three HSA courses are currently offered exclusively as live webinars. There is no on-demand or self-study version available at this time. You must register for a specific date and time to attend.

Multiple sessions are scheduled throughout the year for each course. Registration closes one hour before each live session begins. If you hold an Unlimited Plus subscription, you can register for any available session at no additional cost.

Roy Ramthun is widely recognized as one of the foremost authorities on Health Savings Accounts in the United States, known throughout the industry as “Mr. HSA.” He personally led the U.S. Treasury Department’s implementation of HSAs after they were enacted into law in 2003, then served as health care policy advisor to President George W. Bush at the White House.

In that role, Roy developed the President’s proposals to expand HSA access while overseeing implementation of the Medicare prescription drug benefit (Part D). He has over 30 years of health care and public policy experience and is the founder and president of HSA Consulting Services.

Yes. Surgent CPE is a NASBA-approved continuing education provider, and all three HSA courses — IHS2, CHS2, and MHS2 — qualify for NASBA-approved CPE credit. All three also qualify for IRS continuing education credit and CTEC credit.

Surgent CPE has maintained NASBA approval for over 35 years and has earned more than 500 Speaker of the Year awards across our instructor roster.

There is no required sequence. Each course is designed to stand on its own. That said, if you are new to HSAs, starting with IHS2 (Introduction) before taking CHS2 (Critical Issues) or MHS2 (Retirement Planning) is recommended, as the foundational course covers eligibility and contribution basics that the other two assume you already understand.