Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond
Tuesday, Dec. 16, 2025
8:30 a.m.-4:30 p.m. Central
8 CPE (8 technical) | 8 IRS CE
Course code: 25WA-751A
View pricing
Online registration has closed.
Please call 952-831-2707 to register. Phones are staffed from 7:30 a.m. to 4:30 p.m.
Central Time on Monday through Friday and from 7:30 a.m. to noon on Fridays
during the summer months.
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
|
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.
