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Group Insurance and Employee Benefits

Registration is Open
VSCPA Members
$79.00 Regular Registration
$99.00 Regular Registration

Do you offer employee benefits planning to your clients? The employee benefits package is a critical element in the data gathering phase in personal financial planning, so you should be as familiar with your client's benefit package as you are with your client's estate and income tax returns. This CPE course examines group insurance and employee benefits so you can create a competitive advantage for employers, making the additional costs of the benefits a good investment in attracting and retaining quality employees.

As part of the personal financial planning process, employee benefits planning can help clients navigate the complex group insurance and employee benefits maze. Referring to any benefit provided by an employer other than basic compensation, employee benefits can include everything from gym memberships to education reimbursement and from transportation incentives to free meals. For the employee, these benefits, most of which are received income tax free, can sometimes be confusing. If correctly applied, employee benefits can form the foundation of a client's personal financial plan

Delivery Method: Self Study
CPE Credit: Specialized knowledge
Program Level: Intermediate

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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.