Fringe Benefit Planning for 2020 and Beyond

Tuesday, May 19 8:00am - 4:00pm

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WSCPA Learning Center Room 1

902 140th Ave NE
Bellevue, WA 98005

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8 Credits

Member Price $305.00

Non-Member Price $405.00

Overview

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 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.

Highlights

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

Prerequisites

None.

Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Objectives

Compare a variety of planning tools and techniques to meet a fringe benefit planning objective. Compare complex areas of employee benefit planning, including ERISA reporting and disclosure requirements.

Preparation

None.

Notice

MATERIALS: Printed Manual - $20 (only available when you register and select the printed manual option by May 12, 2020). Digital PDF Manual – Free (included in the cost of your registration). Look for an email from cpe@wscpa.org with instructions for downloading the digital PDF manual one business day prior to the event. We’ll have outlets for charging electronic devices available in close proximity to each seat.

Leader(s):

Leaders

Arthur Werner

Art Werner is currently a shareholder in and is the President of the lecture firm Werner - Rocca Seminars, Ltd. Mr. Werner’s areas of expertise 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 located in Philadelphia, Pennsylvania.

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, Enrolled Agents, Insurance Agents, and Financial Planners, and has presented well in excess of 2,000 eight-hour seminars over the past 20 years. Over the past 20 years, Mr. Werner was 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.

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Non-Member Price $405.00

Member Price $305.00