Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond
Total Credits: 8 including 8 Taxes - Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Tax | IRS Approved
- Speaker:
- Arthur Werner
- Course Levels:
- Basic
- Duration:
- 8 Hours
Description
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 §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
Basic Course Information
Learning Objectives- Analyze recent tax and regulatory updates affecting fringe benefits.
- Evaluate the impact of changes in IRC §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.
Major Subjects
- Legislative and regulatory updates affecting fringe benefit planning
- Employer-sponsored fringe benefits and tax compliance under evolving regulations
- IRC §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
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| IRS Credit Request Form (267 KB) | 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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Thu, Aug 14, 2025 - 08:30am to 04:30pm CDT
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Mon, Aug 25, 2025 - 11:00am to 07:00pm CDT
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Sat, Sep 06, 2025 - 11:00am to 07:00pm CDT
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Mon, Sep 15, 2025 - 08:30am to 04:30pm CDT
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Mon, Oct 06, 2025 - 11:00am to 07:00pm CDT
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Tue, Oct 14, 2025 - 08:30am to 04:30pm CDT
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Sat, Oct 25, 2025 - 11:00am to 07:00pm CDT
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Fri, Nov 14, 2025 - 08:30am to 04:30pm CST
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Mon, Nov 17, 2025 - 11:00am to 07:00pm CST
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Sat, Dec 13, 2025 - 11:00am to 07:00pm CST
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Tue, Dec 16, 2025 - 08:30am to 04:30pm CST
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Mon, Dec 29, 2025 - 11:00am to 07:00pm CST
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Wed, Jan 14, 2026 - 08:30am to 04:30pm CST
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Sat, Jan 31, 2026 - 11:00am to 07:00pm CST
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Mon, Feb 09, 2026 - 11:00am to 07:00pm CST
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Sat, Feb 14, 2026 - 08:30am to 04:30pm CST
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Fri, Mar 20, 2026 - 08:30am to 04:30pm CDT
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Sat, Mar 21, 2026 - 11:00am to 07:00pm CDT
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Mon, Mar 23, 2026 - 11:00am to 07:00pm CDT
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Tue, Apr 14, 2026 - 08:30am to 04:30pm CDT
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Mon, May 04, 2026 - 11:00am to 07:00pm CDT
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Sat, May 09, 2026 - 11:00am to 07:00pm CDT
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Thu, May 14, 2026 - 08:30am to 04:30pm CDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For CPAs, EAs, attorneys, finance professionals, financial planners, insurance agents, and bankers
Original Recording Date 07/01/25
Course Developer Werner-Rocca Seminars
Date Added to Catalog 05/01/25
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.