Webinar

Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond

If you have questions about this event, please call us at 952-831-2707.

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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

• Legislative and regulatory updates affecting fringe benefit planning
• Employer-sponsored fringe benefits and tax compliance under evolving regulations
• IRC Section 132 fringe benefit options and applications
• Cafeteria plans: benefits, limitations, and tax

Learning objectives

• Analyze recent tax and regulatory updates affecting fringe benefits.
• Evaluate the impact of changes in IRC Section 132 and other relevant tax provisions.
• Identify key compliance considerations for ERISA reporting and disclosure.
• Determine the best use of cafeteria plans for businesses and employees.
• Explain tax implications of dependent care and educational assistance programs.
• Assess flexible spending account (FSA) structures and implementation strategies.
• Compare employer-sponsored health plans, including insured plans and HMOs.
• Examine financing options for retiree medical benefits and medical savings accounts.
• 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

Our records indicate you are a nonmember. If you register, you will be charged $245.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.