Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond
Monday, Sept. 15, 2025
8:30 a.m.-4:30 p.m. Central
8 CPE (8 technical) | 8 IRS CE
Course code: 25WA-6610
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
-
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 considerations
-
Tax treatment of dependent care and educational assistance programs
-
Flexible spending accounts and health savings accounts
-
Group term life insurance: design features and tax treatment
-
Financing strategies for retiree medical benefits
-
Comparing health care benefits: insured plans vs. HMOs
-
ERISA reporting and disclosure requirements
-
Common control rules and nondiscrimination regulations
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
|
Standard Member Fee |
$245.00
|
 Standard Nonmember Fee |
$245.00
|
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.
