OasisLMS

As tax policies and economic conditions continue to evolve, staying ahead in fringe benefit planning is more essential than ever. This course provides financial professionals with a comprehensive update on fringe benefit strategies, ensuring compliance with evolving regulations while maximizing tax efficiency for businesses and individuals.

Participants will explore the latest legislative and regulatory updates impacting employer-sponsored benefits, IRC §132 fringe benefits, cafeteria plans, and retirement healthcare strategies. This course also examines ERISA reporting requirements, tax-efficient compensation planning, and healthcare benefits, offering practical applications to help practitioners navigate compliance and optimize benefits for their clients.

*Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com

• 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.

• 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