October 14, 2025


Webinar


8 CPE

Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond

October 14, 2025
Webinar
8 CPE

Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond

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    Instructor

    Art
    Werner

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Learning Objectives

  • Analyze recent tax and regulatory updates affecting fringe benefits.
  • Evaluate the impact of changes in IRC §132 and other relevant tax provisions.
  • Identify key compliance considerations for ERISA reporting and disclosure.
  • Determine the best use of cafeteria plans for businesses and employees.
  • Explain tax implications of dependent care and educational assistance programs.
  • Assess flexible spending account (FSA) structures and implementation strategies.
  • Compare employer-sponsored health plans, including insured plans and HMOs.
  • Examine financing options for retiree medical benefits and medical savings accounts.
  • Develop strategies for tax-efficient cash compensation and fringe benefit planning.

 

Major Topics

  • Legislative and regulatory updates affecting fringe benefit planning
  • Employer-sponsored fringe benefits and tax compliance under evolving regulations
  • IRC §132 fringe benefit options and applications
  • Cafeteria plans: benefits, limitations, and tax considerations
  • Tax treatment of dependent care and educational assistance programs
  • Flexible spending accounts and health savings accounts
  • Group term life insurance: design features and tax treatment
  • Financing strategies for retiree medical benefits
  • Comparing health care benefits: insured plans vs. HMOs
  • ERISA reporting and disclosure requirements
  • Common control rules and nondiscrimination regulations

CPE Credits Available

8 CPE
8
Taxes

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Taxes

Advanced Preparation

None

Intended Audience

CPAs, EAs, attorneys, finance professionals, financial planners, insurance agents, and bankers

Provider

ACPEN

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