From Hiring to Firing & Everything in Between:Health care& more [HCR4]

Jul 14, 2014
Time: 8-11:30 am

Subject:

Tax

Credit Hours:

4.00

Price:

Member: $150.00
Non-member: $225.00

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Discussion Leader:

Susan Smith, CPA    more info

Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master’s taxation program. Her ratings have consistently exceeded 4.8 on a scale of 5.0. Smith is a four-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. And in 2015, 2016, and 2018, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Smith earned her Bachelor of Business Administration degree with an accounting concentration, from the University of Toledo.

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Website registration for this course closes on July 13, 2014. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

From Hiring to Firing and Everything in-Between: Health Care, Retirement and Fringe Benefit Tax Issues

July 14, 2014 Morning Session
8:00 am to 11:30 am
AKCPA Conference Room
Anchorage, AK

The employer-employee relationship strains both sides in a troubled economy, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal and tax issues associated with all aspects of employment. This course provides in-depth coverage of this critical area.

Major Topics:
ERISA compliance: employee welfare plans and qualified plans
Fringe benefit issues: COBRA, Family and Medical Leave Act, and what is new in health care
Health care plans: HRAs, HSAs, and other employer-sponsored plans
Preparing for the 2014 mandates on employers and employees with respect to health care insurance
Qualified plan requirements: eligibility, coverage and vesting

Learning Objectives:
Be aware of compliance issues
Understand which employers and which individuals are subject to health care mandates
Explain the nondiscrimination rules that apply to employer sponsored retirement and health care plans

Designed For: CPAs who need an in-depth understanding of
employment issues

Level of Knowledge: Basic

CPE Credits: 4 (Business Law (2), Taxes (2))

Prerequisite: None

Acronym: HCR4

Discussion Leader: Susan Smith, CPA