BEACH RETREAT: Fringe Benefit Planning for 2017 and Beyond

Date: June 29, 2017 Time: 12:00 pm - 3:30 pm EST Location: Ocean City, MD CPE: 4 Format: In-Person
EVENT DESCRIPTION

Due to changes in both the economy and the Internal Revenue Code, 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.

LEARNING OBJECTIVES
To review a variety of planning tools and techniques to meet a fringe benefit planning objectives.
To review complex areas of employee benefit planning, including ERISA reporting and disclosure requirements.
MAJOR TOPICS
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 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
EVENT DETAILS
PROFESSIONAL AREAS OF FOCUS
Tax
CPE FIELD OF STUDY
Taxes (4 Credits)
WHO SHOULD ATTEND
CPAs, EAs, attorneys, and financial planners
INSTRUCTOR(S)
Arthur Werner
COURSE LEVEL
Basic
LOCATION
Clarion Resort Fontainebleau Hotel 10100 Coastal Hwy, Ocean City, MD 21842, USA
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