Learn How to Use the Top Planning Tools and Techniques to Advise Your Clients
The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code, and impacts individuals, businesses, and multinational companies. Due to these changes, 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 you can use to meet your client’s fringe benefit planning objectives. But the problem is: do you know which ones to use – and how?
In this webinar, expert speaker Arthur Joseph Werner, JD, MS (Taxation), will review and decode a variety of planning tools and techniques, and teach you how to use them to advise your clients and help them achieve their fringe benefit planning objectives. You’ll learn the options under IRC §132 fringe benefit plans, understand the complex areas of employee benefit planning that matter, including ERISA reporting and disclosure requirements. You’ll learn how to understand the business needs of your clients and their employees, as well as how to handle issues ranging from expense reimbursement and education to life insurance, medical, dependent care, and more.
After attending this information-packed two-hour presentation, you’ll be confident in your ability to use the right tools and techniques to meet the fringe benefit planning objectives of your clients.
An overview of the fringe benefit planning process
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...