Learn How to Use the Top Planning Tools and Techniques to Advise Your Clients
In this webinar, expert speaker Arthur Joseph Werner, JD, MS (Taxation), will review and decode a variety of planning tools and techniques, and teach you how to use them to advise your clients and help them achieve their fringe benefit planning objectives. You'll learn the options under IRC §132 fringe benefit plans, understand the complex areas of employee benefit planning that matter, including ERISA reporting and disclosure requirements. You'll learn how to understand the business needs of your clients and their employees, as well as how to handle issues ranging from expense reimbursement and education to life insurance, medical, dependent care, and more.
After attending this information-packed two-hour presentation, you'll be confident in your ability to use the right tools and techniques to meet the fringe benefit planning objectives of your clients.
- An overview of the fringe benefit planning process
- Understand the needs of the business owner
- Understand the needs of the employees
- Options under IRC §132 fringe benefit plans
- Automobile issues
- Disability issues
- Dependent care issues
- Medical issues
- Long-term care issues
- Life insurance issues
- Education issues
- Expense reimbursement issues
- Cafeteria plan issues
Faculty: Arthur Joseph Werner, JD, MS (Taxation), 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.
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