Fringe Benefits & Compensation Planning - Today and Beyond
Total Credits: 8 including 8 Taxes - Technical
- Average Rating:
- 10
- Categories:
- ACPEN Industry Institute | Tax | IRS Approved
- Speaker:
- Arthur Werner
- Course Levels:
- Basic
- Duration:
- 8 Hours
Description
In today's dynamic economic landscape, staying ahead with effective fringe benefit planning is more critical than ever for both businesses and individual clients. With evolving tax laws and shifting market dynamics, understanding the intricacies of fringe benefit planning is essential to ensure financial well-being and compliance. This course offers a comprehensive overview of essential tools and techniques tailored for financial professionals, allowing them to navigate the complexities of fringe benefit planning with confidence and precision.
By attending this course, practitioners will gain invaluable insights into various planning tools and techniques essential for meeting fringe benefit planning objectives. From mastering the subtleties of employee benefit planning, including ERISA reporting and disclosure requirements, to unraveling the complexities of IRC §132 fringe benefit options, attendees will enhance their expertise to deliver superior advisory services. The curriculum also delves into the practical aspects of cafeteria plans, flexible spending accounts, group term life insurance plans, and strategies for financing retiree medical benefits, among others. With a focus on practical application and real-world scenarios, this course equips participants to tackle fringe benefit planning challenges head-on, providing them with the tools and knowledge needed to optimize benefits for both business and personal needs, now and in the future.
**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.
Basic Course Information
Learning Objectives- Recall planning tools and techniques essential for meeting fringe benefit planning objectives
- Identify and comprehend intricate aspects of employee benefit planning, specifically focusing on ERISA reporting and disclosure requirements
- List the various options provided by IRC §132 for fringe benefit plans
- Recognize scenarios where cafeteria plans are applicable and discuss the considerations for their effective utilization
- Discuss the tax regulations governing the timing of income and deductions in the context of cash compensation planning
- Describe the tax implications associated with dependent care and educational assistance plans
- Explain how flexible spending account plans are designed and implemented effectively
- Recognize the key design features of group term life insurance plans
- Understand the regulations surrounding medical savings accounts and options for financing retiree medical benefits
- Compare health care benefits under insured plans versus HMOs
- Gain insight into the IRC common control rules and an overview of age and sex discrimination regulations
Major Subjects
- Fringe Benefit Planning Fundamentals
- Strategies Tailored for Business Owners and Employees
- Navigating IRC §132 Fringe Benefit Option
- Cafeteria Plans Demystified
- Tax Management in Compensation Planning
- Understanding the Implications of Dependent Care and Educational Assistance Plans
- Implementing Flexible Spending Account Plans Effectively
- Design Features and Regulations of Group Term Life Insurance Plans
- Medical Savings Accounts Regulations
- Financing Options for Retiree Medical Benefits
- Health Care Benefits: Insured Plan vs. HMO Comparison
- ERISA Reporting and Disclosure Requirements
- IRC Common Control RulesOverview of Age and Sex Discrimination Rules
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| IRS CE Credit Request Form (265.7 KB) | Available after Purchase | ||
| Maximizing Fringe Benefit Planning - Today and Beyond (1.5 MB) | Available after Purchase | ||
Speaker
Arthur Werner Related Seminars and Products
Werner-Rocca Seminars, Ltd.
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Dates
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Tue, Dec 24, 2024 - 10:00am to 05:45pm CST
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Mon, Jan 13, 2025 - 11:00am to 06:45pm CST
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Sat, Jan 25, 2025 - 08:00am to 03:45pm CST
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Mon, Feb 10, 2025 - 09:00am to 04:45pm CST
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Wed, Feb 19, 2025 - 10:00am to 05:45pm CST
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Tue, Mar 04, 2025 - 11:00am to 06:45pm CST
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Thu, Mar 20, 2025 - 08:00am to 03:45pm CDT
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Wed, Apr 09, 2025 - 09:00am to 04:45pm CDT
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Thu, Apr 24, 2025 - 10:00am to 05:45pm CDT
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Fri, May 02, 2025 - 11:00am to 06:45pm CDT
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Thu, Jun 05, 2025 - 09:00am to 04:45pm CDT
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Fri, Jun 20, 2025 - 10:00am to 05:45pm CDT
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Mon, Jun 30, 2025 - 11:00am to 06:45pm CDT
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Sun, May 24, 2026 - 08:00am to 03:45pm CDT
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Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation None
Designed For
CPAs, EAs, and attorneys
Original Recording Date 5/2024
Course Developer Werner-Rocca Seminars
Date Added to Catalog 02/22/2024
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Promo Video
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