Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond
Thursday, Aug. 14, 2025
8:30 a.m.-4:30 p.m. Central
8 CPE (8 technical) | 8 IRS CE
Course code: 25WA-5291
View pricing
As tax policies and economic conditions continue to evolve, staying ahead in fringe benefit planning is more essential than ever. This course provides financial professionals with a comprehensive update on fringe benefit strategies, ensuring compliance with evolving regulations while maximizing tax efficiency for businesses and individuals.
Participants will explore the latest legislative and regulatory updates impacting employer-sponsored benefits, IRC Section 132 fringe benefits, cafeteria plans, and retirement healthcare strategies. This course also examines ERISA reporting requirements, tax-efficient compensation planning, and healthcare benefits, offering practical applications to help practitioners navigate compliance and optimize benefits for their clients.
- Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
Major subjects
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Legislative and regulatory updates affecting fringe benefit planning
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Employer-sponsored fringe benefits and tax compliance under evolving regulations
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IRC Section 132 fringe benefit options and applications
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Cafeteria plans: benefits, limitations, and tax considerations
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Tax treatment of dependent care and educational assistance programs
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Flexible spending accounts and health savings accounts
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Group term life insurance: design features and tax treatment
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Financing strategies for retiree medical benefits
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Comparing health care benefits: insured plans vs. HMOs
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ERISA reporting and disclosure requirements
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Common control rules and nondiscrimination regulations
Learning objectives
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Analyze recent tax and regulatory updates affecting fringe benefits.
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Evaluate the impact of changes in IRC Section 132 and other relevant tax provisions.
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Identify key compliance considerations for ERISA reporting and disclosure.
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Determine the best use of cafeteria plans for businesses and employees.
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Explain tax implications of dependent care and educational assistance programs.
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Assess flexible spending account (FSA) structures and implementation strategies.
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Compare employer-sponsored health plans, including insured plans and HMOs.
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Examine financing options for retiree medical benefits and medical savings accounts.
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Develop strategies for tax-efficient cash compensation and fringe benefit planning.
Who should take this program?
- CPAs, EAs, attorneys, finance professionals, financial planners, insurance agents, and bankers
Pricing
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$245.00
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$245.00
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