Business and Industry Fest: Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues

111  |  Course  |  Basic  |  Scheduled

Description

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 and is updated and supplemented throughout the year for breaking developments.

Credits

Number of Credits Type of Credits
2.00 Business Law
2.00 Taxes

Designed For

CPAs who need an in-depth understanding of employment issues

Highlights

* 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

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

Prices

Member (Early Bird)
$169.00
Non-Member (Early Bird)
$219.00
Member
$194.00
Non-Member
$244.00
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Your Price: $244.00

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Instructors

William F. Taylor, CPA

William (Bill) F. Taylor is president of Benefit Solutions, Ltd., a benefit consulting firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS, he has served as an adjunct assistant professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS, office of KPMG Peat Marwick and managing his own firm since 1999.

A nationally known consultant and speaker, Bill has conducted seminars for the American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations, and other organizations. He was the recipient of the James L. McCoy Excellence in Education award for 2015 and awarded the Outstanding Discussion Leader award for 2014 and 2016. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.

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