April 29, 2027


Webinar


1 CPE Credit

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

April 29, 2027
Webinar
1 CPE Credit

ACPEN: 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

1 CPE Credit
1
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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