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Live Webcast Replay

Fringe Benefit Planning Under Tax Reform

Total Credits: 2 including 2 Taxes - Technical

Average Rating:
  4.4   (0 comments)
ACPEN Industry Institute |  ACPEN Tax Institute |  Tax |  IRS Approved
Arthur Werner
Course Levels:
2 Hrs
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


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

Basic Course Information

Learning Objectives
  • To review a variety of planning tools and techniques to meet fringe benefit planning objectives. 

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 §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

Course Materials


Arthur Werner Related seminars and products: 26

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.


Sat, Jul 13, 2019 - 01:00p to 03:00p CDT
Tue, Jul 30, 2019 - 03:00p to 05:00p CDT
Wed, Aug 14, 2019 - 07:00a to 09:00a CDT
Thu, Aug 29, 2019 - 09:00a to 11:00a CDT
Sat, Sep 07, 2019 - 11:00a to 01:00p CDT
Mon, Sep 23, 2019 - 01:00p to 03:00p CDT
Sat, Oct 19, 2019 - 03:00p to 05:00p CDT
Tue, Oct 22, 2019 - 07:00a to 09:00a CDT
Mon, Nov 04, 2019 - 09:00a to 11:00a CST
Mon, Nov 18, 2019 - 11:00a to 01:00p CST
Sat, Dec 07, 2019 - 01:00p to 03:00p CST
Thu, Dec 19, 2019 - 03:00p to 05:00p CST
Tue, Dec 31, 2019 - 01:00p to 03:00p CST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, attorneys, and financial planners
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 02/19/2018

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (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:
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 if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.



Overall:     4.4

Total Reviews: 43

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