Fringe Benefit Planning for 2020 and Beyond
To be determined if live or virtual
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 clients business and personal needs. There are a variety of tools and
techniques to meet a clients 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.
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
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.
CPAs, EAs, attorneys, and financial planners
Early Registration Member Fee
Applicable if you are a HSCPA member in good standing and register by September 16, 2020.
Applicable if you are a HSCPA member in good standing.
Early Registration Non-Member Fee
Applicable if you are not a HSCPA and register by September 16, 2020.
Applicable if you are not a HSCPA member.