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Fringe Benefit Planning for 2016 and Beyond (MLC561W)
Get the Tools and Techniques to Advise Your Clients Successfully on Fringe Benefits Planning
Changes in both the Internal Revenue Code as well as the economy has led fringe benefit planning to become one of the most important planning areas in your client’s personal and business needs. Various tools and techniques are available today that cater to the objectives of your client’s fringe benefits.
Join this session by expert speaker Arthur Werner to understand and grasp various tools and techniques, and get a basic understanding of how to use each one of them. The course also reviews some complex areas associated with employee benefit planning, that includes ERISA reporting and disclosure requirements. Your major take-away from this session will be a level of comfort that will enable you to advise clients successfully in areas of fringe benefit planning.
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
Who Should Attend
CPAs, EAs,Attorneys, Financial Planners, Insurance Agents, and Bankers
Arthur Joseph Werner, JD, MS (Taxation), 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. His lecture topic specialties extensively include the areas of Estate Planning, Financial Planning, and Estate and Gift Taxa...