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

 Various
 
8.0
Registration is Open
Member Price
$245.00 Regular Registration
Your Price
$295.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Thu, 08/14/2025 from 9:30 am to 5:30 pm
 Mon, 08/25/2025 from 12:00 pm to 8:00 pm
 Sat, 09/06/2025 from 12:00 pm to 8:00 pm
 Mon, 09/15/2025 from 9:30 am to 5:30 pm
 Mon, 10/06/2025 from 12:00 pm to 8:00 pm
 Tue, 10/14/2025 from 9:30 am to 5:30 pm
 Sat, 10/25/2025 from 12:00 pm to 8:00 pm
 Fri, 11/14/2025 from 9:30 am to 5:30 pm
 Mon, 11/17/2025 from 12:00 pm to 8:00 pm
 Sat, 12/13/2025 from 12:00 pm to 8:00 pm
 Tue, 12/16/2025 from 9:30 am to 5:30 pm
Designed For:

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

Prerequisite:

None

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 [email protected]

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

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.

 

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.