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Small Business Owner
Under a federal law enacted in 2016 known as the 21st Century Cures Act, Congress created a special kind of HRA for small businesses called a QSEHRA (Qualified Small Employer Health Reimbursement Arrangement). A QSEHRA allows business owners without a small group health plan to reimburse employees tax-free for individual health insurance premiums and medical expenses. In this course, we’ll unpack the details of the QSEHRA guidelines and rules, the financial and time-saving benefits for small businesses, and how easy it is for you to implement QSEHRA for your small business clients.
Course Objectives:
- Learn QSEHRA basics & the 21st Century Cures Act
- Define which small business clients are good fits for QSEHRA
- Review IRS guidelines, end-of-year tax reporting, PCORI fees, and Federal tax credits
- Case studies and best practices
- How to implement QSEHRA for small business clients
Lloyd Doletski (Self Employed)
"The speaker spoke in a fluent manner. The information was presented at a reasonable pace. I had no questions on the information presented. The displays were easy to read, very informative and answered any questions, which came to mind . The speaker was skilled in utilizing the displays in presenting the information of the webinar."
Wan-Li Wu (WLW Tax Service)
"Great presentation! Small business entities now also have the opportunities to benefit their employees in health insurance premium and qualified medical related expenses."
FREDERICK B MUNSON (ACCOUNTING SERVICES)
"FRED MUNSON-ACCOUNTING SERVICES-FBM in UTICA,NY.VERY GOOD WEBINAR on HELPING SMALL Business with Health PLANS. THE HEALTH SAVERS ACCOUNTS WERE VERY INEFFECTIVE for YEARS."
DAVID SHORT (SHORT AND COMPANY)
"Totally new concept , which I can utilize with my client base, many of whom are small businesses. Enjoyed learning the qualifications for this healthcare option."
Karen Hurney (Karen A Hurney CPA PA)
"Very organized presentation with good examples. Slides fill in any gaps missed during the presentation. Will make it easy to present this to my clients"
Lois Hendricks (Hendricks Accounting Services LLC)
"I gained a lot of useful information from this webinar. It was well presented. This will definitely be helpful in the immediate future."
Stefanie Craig (Radiology & Imaging Consultants, PC)
"The presenters did an excellent job. It was enjoyable to listen to them, easy to follow along, and they were clearly knowledgeable."
Christine Greenawalt (Greenawalt Excavating Inc)
"It was a real eye opener on the different types of ways a company can save money on health insurance and keep costs down"
Elyse Munselle
Take Command Health
Director of Client Success
elyse@takecommandhealth.com
(214) 224-0990 x111
Elyse Munselle is the Director of Client Success at Take Command Health. She manages the clients on Take Command Health’s platform and helps with operations, sales, partnerships, and support. She enjoys the opportunity to help small business navigate the complex world of insurance and dig into the details of the QSEHRA tax code. Before joining Take Command Health, she worked as a financial fraud analyst, a commercial loan underwriter, and most recently the director of underwriting and operations at a startup FinTech company called Able Lending. She has a BA in Finance from Texas A&M University.
Ryan Thanos
Take Command Health
Director of Sales
ryan@takecommandhealth.com
(214) 383-8350
Ryan Thanos is the Director of Sales at Take Command Health. She leads the communication with all small business prospects, educates them on QSEHRA and its benefits, and guides them on enrolling in Take Command Health’s services. Ryan also oversees and manages channel partner relationships and supports marketing efforts to drive awareness about the Take Command Health platform. She’s passionate about sharing why QSEHRA is an ideal solution for small businesses to offer tax-free health reimbursement benefits to their employees. Ryan has over 10 years of experience working in Sales from Tech startups, Energy, Advertising, Education, the Arts and currently Healthcare. Ryan has a B.A. in Communication Studies and Art History from Vanderbilt University.
About Our Presenter
Jack and Brittany had just quit their jobs and moved across country so Jack could start graduate school at the Wharton School of Business. Jack sought additional student loans to pay for the twins. He spoke with doctors, hospital administrators, and insurance experts but was shocked to learn that no one could even give him a ballpark answer about how much the twins would cost.
Jack met his co-founder Matt and focused the rest of his time at Wharton researching healthcare cost transparency and laying the foundation for what would become Take Command Health.
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