Maximizing Fringe Benefits: Strategies for Now & Beyond Webcast [FRIND]
Time: 07:00am-2:30pm
Subject:
TaxationCredit Hours:
8.00Price:
Member: $390.00
Non-member: $500.00
Discussion Leader:
Arthur Joseph Werner, J.D., M.S.
more info
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 a former 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 more than 3000 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.
closeWebsite registration for this course closes on December 3, 2026. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
Maximizing Fringe Benefits: Strategies for Business & Personal Needs Now & Beyond Webcast (FRIND)December 4th, 2026 / 7:00 am 2:30 pm Alaska Time
Live Webcast / Washington Society of CPAs Virtual Classroom
With changes in the economy and tax laws, effective fringe benefit planning has become increasingly important for both businesses and individual clients. This course provides an in-depth overview of the tools and techniques available for fringe benefit planning, helping practitioners navigate the evolving landscape. You will learn how to design plans that meet both business and personal needs, while ensuring compliance with current tax regulations. The course also explores complex areas of employee benefit planning, such as ERISA reporting and disclosure requirements. By the end of the course, participants will be equipped with the knowledge to advise clients on tax- efficient fringe benefit strategies and compliance with regulatory requirements, ensuring that their planning aligns with both business goals and employee needs.
Major Topics:
-Core elements of fringe benefit planning and client needs.
-IRC Schedule 132 fringe benefit options and tax implications.
-Cash compensation: timing of income and deductions.
-Cafeteria plans, FSAs, and dependent care/education assistance plans.
-Group term life insurance and medical savings account considerations.
-Retiree medical benefit strategies and cost-effective health care options (insured vs. HMO).
-ERISA reporting, disclosure, and compliance essentials.
-Overview of IRC common control, age and sex discrimination rules.
Learning Objectives:
-Compare a variety of planning tools and techniques to meet fringe benefit planning objectives.
-Analyze the tax implications of fringe benefit plans, including timing of income and deductions.
-Assess options available under IRC Section 132 for fringe benefit plans.
-Design cafeteria plans to meet business and employee needs.
-Evaluate the tax implications of dependent care and educational assistance plans.
-Apply ERISA reporting and disclosure requirements to employee benefit planning.
-Implement flexible spending plans effectively.
-Compare health care benefits under insured plans and HMOs to provide cost-effective solutions.
Designed For: CPAs, EAs, attorneys, and financial planners.
CPE Credits: 8, Taxation
Level of Knowledge: Basic
Prerequisite: Basic understanding of employer-sponsored benefit plans and general tax principles.
Acronym: FRIND
Discussion Leader: Arthur Joseph Werner, J.D., M.S.
