ISCPA Breakfast Series: "Thinking Outside the Box: Idaho 529s, Idaho MSAs & Everything You Need to Know"

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  • Date/Time
    • Sep 18, 2019
    • Sign In: 7:30am (Mountain Time)
    • Program: 8:00am - 9:00am (Mountain Time)
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  • Location
    • ISCPA Education Center
      1649 W Shoreline Drive
      Boise, ID 83702
    • Map
  • Credits
    • 1.00
  • Credit Type(s)
    • Specialized Knowledge and Applications (1.00)
  • Vendor
    • *** ISCPA ***
  • Level
    • Update
  • Fields of Study
    • Specialized Knowledge
  • Message
    • In Person Option

Description

Join us for a presentation from two of Idaho’s leading experts on Idaho 529 Plans and Idaho Medical Savings Accounts. Nick Thiros from IDeal – Idaho College Savings Program will discuss the important tax benefits of the Idaho 529 plan as well as the features and additional benefits that the 529 plan has to offer. Nick will also discuss how the Idaho 529 plan can be offered as a voluntary benefit for your employers both small and large. Adam Berry from Idaho Independent Bank will be discussing what an Idaho MSA is, how it works, and why it’s a benefit for you to recommend these products to both your individual and employer clients Statewide. This is a great opportunity to kill two birds with one stone and get all the latest updates and information on these tax-advantaged accounts available to every Idahoan.

Designed For

  • All ISCPA members
  • Objectives

    Start your mornings by joining fellow CPAs from around Idaho as well as industry experts to talk about best-practices, solutions and inspirational triumphs. These meetings will start your day off right with discussions on relevant topics and emerging issues impacting businesses in Idaho.

    The concept of these breakfast meetings is to engage all our members in business & industry, public accounting, education and law across the state once a month.

    The series will be offered both in person and virtually so that all ISCPA members can connect. We encourage those in the Treasure Valley to join us in person, however, you are welcome to choose the option that works best for you.

    Those joining us in person should arrive at the ISCPA Education Center in Boise between 7:30 and 7:45 am (8:00 am presentation start).

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    Leaders

    Nickolas Thiros

    Nick Thiros

    Nick Thiros is the Field Representative for the IDeal – Idaho College Savings Program. His keen understanding of 529 plans in general, and IDeal in particular, make him a valuable resource for spreading the word about saving now, so students of any age can have a brighter tomorrow.

    Nick is an Idaho Falls native and brings his financial background, experience and love for education to help Idaho residents learn more about planning and saving for higher education: • Six years of experience in the financial services industry • Certified Public Accountant (CPA) • FINRA Series 6 and 63 licenses • Education: • Bachelor of Science, History from Colorado State University - Pueblo • Bachelor of Science, Accounting from Boise State University

    Adam Berry

    Adam Berry

    Healthcare Accounts Officer at Idaho Independent Bank

    Experienced business development and relationship manager with a demonstrated history of working in the insurance and banking industries. Specializes in the Health Savings Account (HSA) and Idaho Medical Savings Account (Idaho MSA) product niche doing sales, product implementation and relationship management for individuals and employer groups across the State of Idaho. Highly skilled in healthcare account rules/regulations and taxation implications, marketing & maintaining sales pipelines through self-directed and innovative lead generation, cross-sales, in-house team collaboration, presentations and outreach, marketing, branding, customer service/support, employee health benefit plan design and business development.

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