With changes in the economy and tax laws, effective fringe benefit planning has become increasingly important for both businesses and individual clients. This course provides an in-depth overview of the tools and techniques available for fringe benefit planning, helping practitioners navigate the evolving landscape. You will learn how to design plans that meet both business and personal needs, while ensuring compliance with current tax regulations.

The course also delves into complex areas of employee benefit planning, such as ERISA reporting and disclosure requirements. By the end of the course, participants will be equipped with the knowledge to advise clients on taxefficient fringe benefit strategies and compliance with regulatory requirements, ensuring that their planning aligns with both business goals and employee needs.

Learning Objectives:
At the end of this course, you will be able to-
* Compare a variety of planning tools and techniques to meet fringe benefit planning objectives.
* Analyze the tax implications of fringe benefit plans, including timing of income and deductions.
* Assess options available under IRC §132 for fringe benefit plans.
* Design cafeteria plans to meet business and employee needs.
* Evaluate the tax implications of dependent care and educational assistance plans.
* Apply ERISA reporting and disclosure requirements to employee benefit planning.
* Implement flexible spending account plans effectively.
* Compare health care benefits under insured plans and HMOs to provide cost-effective solutions.

To complete this course participants need to: Answer polling questions to meet NASBA / IRS / State Board of Accountancies requirements for attendance verification.

You have 1 year from the time of purchase/enrollment to complete this course

Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/