Fringe Benefit Planning

New Planning Strategies Post TCJA & COVID-19 Legislation

CREDITS: 8

CATEGORY: Taxation

SPEAKER: Arthur J. Werner, Esq.

DATE: Wednesday August 5, 2020

TIME: 8:50 A.M. - 5:10 P.M. Eastern 8:50 - 10:45 Welcome & Lecture
10:45 - 11:00 Coffee Break
11:00 - 12:30 Lecture
12:30 - 1:30 Lunch (on your own)
1:30 - 3:15 Lecture
3:15 - 3:30 Coffee Break
3:30 - 5:00 Lecture
5:00 - 5:10 Wrap-up

LOCATION: Due to COVID-19 we will be running this seminar as a WEBINAR REBROADCAST only. If conditions improve, there will be an option to attend at the:
NOTE NEW LOCATION: Melville Marriott, Melville L.I.

NOTE: This seminar will be recorded immediately prior to the actual seminar date in order to provide the most up-to-date guidance. Additionally, there will be an opportunity to receive answers from the instructor in real-time by submitting your questions in the Q&A forum on the webinar page!

Due to changes in both the economy and the Internal Revenue Code and COVID-19 legislation, 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 looks 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.

Topics & Learning Objectives Include:

  • 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
  • When to use a cafeteria plan
  • Tax rules regarding timing of income and deductions in cash compensation planning
  • Tax implications of dependent care and educational assistance plans
  • How a flexible spending account plan works
  • Design features of a group term life insurance plan
  • Regulations when using medical savings accounts
  • Various options to financing retiree medical benefits
  • Comparison of health care benefits under an insured plan versus an HMO
  • Detailed overview of major ERISA reporting and disclosure requirements
  • Understanding of IRC common control rules
  • Overview of age and sex discrimination rules

Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Estate, Trusts and Elder Law issues.

  • Program Level: Overview
  • Prerequisites: Basic Knowledge of Federal Estate & Gift Taxation
  • Advance Preparation: None Required
  • $295.00 $250.00
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