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23WA-451A: The Essentials of Fringe Benefit Planning (Webinar)

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

Wednesday, February 28, 2024
3:00pm - 5:10pm Central Time
2 CPE (2 technical)  |  2 IRS CE

Alternate dates & more options

The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. Due to these changes, 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.

  • 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 leighanne.conroy@acpen.com.

Major subjects

  • An overview of the fringe benefit planning process
  • Understanding the needs of the business owner
  • Understanding the needs of the employees
  • Options under IRC Section 132 fringe benefit plans
  • Automobile issues
  • Disability issues
  • Dependent care issues
  • Medical issues
  • Long-term care issues
  • Life insurance issues
  • Education issues
  • Expense reimbursement issues
  • Cafeteria plan issues

Learning objective(s)

  • Review a variety of planning tools and techniques to meet fringe benefit planning objectives

Who should take this program?

CPAs, EAs, attorneys, and financial planners

Fees

Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00

More program information

Instructor Arthur Werner, JD, MS (Taxation)
Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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