Maximizing Fringe Benefits: Strategies for Business & Personal Needs for Today & Beyond

Overview

As tax policies and economic conditions continue to evolve, staying ahead in fringe benefit planning is more essential than ever. This course provides financial professionals with a comprehensive update on fringe benefit strategies, ensuring compliance with evolving regulations while maximizing tax efficiency for businesses and individuals.

Participants will explore the latest legislative and regulatory updates impacting employer-sponsored benefits, IRC 132 fringe benefits, cafeteria plans and retirement healthcare strategies. This course also examines ERISA reporting requirements, tax-efficient compensation planning and healthcare benefits, offering practical applications to help practitioners navigate compliance and optimize benefits for their clients.

*Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com