Fringe Benefit Planning for 2017 & Beyond (Completed)

Date: Wednesday, July 19, 2017
Instructor: Arthur Joseph Werner
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC

Due to changes in both the economy and the Internal Revenue Code, fringe benefit planning has become one of the most important areas of planning for your client’s business and personal needs. There are a variety of tools and techniques to meet a client’s fringe benefit planning objectives. This course takes a look at those various tools and techniques and provides the practitioner with a basic understanding of how to use each one. This course also features a review of some complex areas of employee benefit planning, including ERISA reporting and disclosure requirements.

Who Should Attend
CPAs, EAs, attorneys, and financial planners.

Topics Covered

  • An overview of the fringe benefit planning process
  • The needs of the business owner and employees
  • Options under IRC §132 fringe benefit plans
  • When to use a cafeteria plan
  • Design features of a group term life insurance plan
  • Regulations when using medical savings accounts
  • Comparison of health care benefits under an insured plan versus an HMO
  • Overview of age and sex discrimination rules

Learning Objectives

  • Differentiate planning tools and techniques to meet fringe benefit planning objectives
  • Identify and apply complex areas of employee benefit planning, including ERISA reporting and disclosure requirements


Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites

Advance Preparation

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