Employer Handbook Health Care, Retire. & Fringe Ben. Webcast [HCR4]

Sep 21, 2020
Time: 08:30am-12:00pm

Subject:

Taxation / Business Law

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 September 20, 2020. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

Employers Handbook: Health Care, Retirement & Fringe Benefit Tax Issues Webcast (HCR4)

September 21st, 2020

LATE REGISTRATION POLICY
For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course and $12.50 for each 2 hour course.

The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal and tax issues associated with all aspects of employment, especially now. This course provides in-depth coverage of this critical area. Updated and supplemented throughout the year for breaking developments.

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
- Qualified plan requirements: eligibility, coverage, and vesting

Learning Objectives:
- Be aware of compliance issues
- Understand which employers 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

CPE Credits: 4, Taxation / Business Law

Level of Knowledge: Basic

Prerequisite: None

Acronym: HCR4

Discussion Leader: Susan Smith, CPA