Fringe Benefit Planning for 2020 and Beyond

Course Details

Date

Wednesday, September 30, 2020

8:30am – 4:30pm
(Registration: 8:00am)

Location

Prince Waikiki

100 Holomoana Street

Honolulu, HI 96815

808-956-1111

View Map

Course Number

FRIN

CPE Credit

8.0 hours CPE credit

Instructor

Level of Knowledge

Basic

Vendor

Werner-Rocca Seminars, Ltd.

Prerequisites

None

Description

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.

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

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.

Designed For

CPAs, EAs, attorneys, and financial planners

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by September 16, 2020.

$280.00
Member Fee

Applicable if you are a HSCPA member in good standing.

$330.00
Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by September 16, 2020.

$430.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$480.00
Your Price $430.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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