Fringe Benefit Planning Under Tax Reform
Live Webcast Replay

Fringe Benefit Planning Under Tax Reform


Total Credits: 2 including 2 Taxes - Technical

Average Rating:
  4.4   (0 comments)
Category:
ACPEN Industry Institute |  ACPEN Tax Institute |  Tax
Faculty :
Arthur Werner
Course Levels:
Basic
Duration:
2 Hrs
License:
Access for 30 day(s) after program date.


Description

The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. 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 to meet a client’s fringe benefit planning objectives. This course takes a look at those various tools and techniques and provides the practitioner with a basic understanding of how to use each one. This course also features a review of some complex areas of employee benefit planning, including ERISA reporting and disclosure requirements.

Basic Course Information

Learning Objectives
  • To review a variety of planning tools and techniques to meet fringe benefit planning objectives. 

Major Subjects
  • 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
  • Automobile issues
  • Disability issues
  • Dependent care issues
  • Medical issues
  • Long-term care issues
  • Life insurance issues
  • Education issues
  • Expense reimbursement issues
  • Cafeteria plan issues

Course Materials

Faculty

Arthur Werner Related seminars and products: 22

Werner-Rocca Seminars, Ltd.


Arthur Joseph Werner, JD, MS (Taxation), is the president and is a

shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr.

Werner’s lecture topic specialties include business, tax, financial and

estate planning for high net worth individuals.

In addition, Mr. Werner is an adjunct professor of taxation in the Master of

Science in Taxation program at the Philadelphia University.

Mr. Werner 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.

Mr. Werner lectures extensively in the areas of Estate Planning, Financial

Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.


Dates

Tue, Jul 24, 2018 - 02:00p to 04:00p EDT
Thu, Aug 09, 2018 - 08:00a to 10:00a EDT
Mon, Aug 27, 2018 - 10:00a to 12:00p EDT
Tue, Sep 11, 2018 - 10:00a to 12:00p EDT
Tue, Sep 25, 2018 - 12:00p to 02:00p EDT
Wed, Oct 10, 2018 - 10:00a to 12:00p EDT
Fri, Oct 26, 2018 - 10:00a to 12:00p EDT
Fri, Nov 02, 2018 - 10:00a to 12:00p EDT
Mon, Nov 26, 2018 - 11:00a to 01:00p EST
Tue, Dec 11, 2018 - 09:00a to 11:00a EST
Wed, Dec 26, 2018 - 08:00a to 10:00a EST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, attorneys, and financial planners
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 02/19/2018

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

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