Fringe Benefit Planning for 2017 and Beyond-Online Webinar

Thursday, Mar 30, 2017 at 11:30AM - 2:30PM
Fremont, CA

Event Details

Join this session by expert speaker Jennifer Kiesewetter, a seasoned attorney in the field of employee benefits, to understand and grasp various tools and techniques, and get a basic understanding of how to use each one of them. The course also reviews some complex areas associated with employee benefit planning, that includes ERISA reporting and disclosure requirements. Your major take-away from this session will be a level of comfort that will enable you to advise clients successfully in areas of fringe benefit planning.

Objectives Of The Presentation
  • An overview of the fringe benefit planning process
  • Understanding the needs of the business owner
  • Understanding the needs of the employees
  • Options under IRC §132 fringe benefit plans
  • When to use a cafeteria plan
  • Tax rules regarding timing of income and deductions in cash compensation planning
  • Tax implications of dependent care and educational assistance plans
  • How a flexible spending account plan works
Why Should you Attend
Changes in both the Internal Revenue Code as well as the economy has led fringe benefit planning to become one of the most important planning areas in your client's personal and business needs. Various tools and techniques are available today that cater to the objectives of your client’s fringe benefits.

Attend the session and get the tools and techniques to advise your clients successfully on fringe benefits planning

Areas Covered
  • Considerations in planning for employee benefits and retirement planning
  • Data gathering issues
  • How to effectively match the objectives of the employer with that of the employee group
  • Overview of available life, health and retirement planning tools to the employer
  • Tax implications of dependent care and educational assistance plans
  • Design features of a group term life insurance plan
  • Alternatives in providing medical benefits to employees and their families
  • General overview of major ERISA reporting and disclosure requirements
  • Understanding of IRC common control rules
  • Overview of age and sex discrimination rules
Who will Benefit
  • CPAs
  • EAs
  • Attorneys
  • Financial Planners
  • Insurance Agents
  • Bankers & HR executives.

For Registration


Note: Use Promo code PTY2D and get 10% off on registration (Valid till MARCH 31st 2017)

Organization Details

Online Compliance Panel (OCP) creates and delivers comprehensive industry relevant training sessions. These sessions are simple, interactive and cost effective. We are a predominantly web based information exchange forum. Live interactions on compliance training make the process holistic and effective. OCP largely emphasizes in offering regulatory compliance training to compliance professionals on varied topics. These primarily include risk management, quality management, corporate compliance and other regulatory compliances. Some of our primary areas of focus include advancement and updates in regulatory compliance, best practices and market trends.

We strive to incorporate high standards in developing a culture facilitating exchange of ideas resulting in functional excellence. OCP believes in nurturing ideas and thought processes through innovative e-learning methodologies. Our products and services are designed to offer customized solutions to industry and market. We bridge the gap between experience and knowledge thus delivering original and creative content.

Our objectives of employing interactive mediums ensure effective communication and mutual exchange of ideas. OCP closely follows best practices and regulatory trends in the global compliance scenario. We also observe and communicate trends witnessed in FDA, ISO regulations, process and design validation. All updates and additions to important laws can be accessed by our customers in real time.

Our mission is to empower compliance professionals through effective online training sessions. Our world class training methodologies stem from comprehensive understanding of client requirements. The content conforming to FDA and ISO standards is developed by well qualified and experienced industry leaders. Our offerings will exceed expectations and add value to your investment.

The content in various categories such as medical devices, pharmaceuticals and biotechnology will raise the bar in terms of quality already on offer .We hope to contribute to the creation of responsible organizations creating benchmarks in quality, integrity and transparency.

Online Event
38780 Tyson Lane, Apt 210
Fremont, CA 94536

Starts March 30, 2017 at 11:30AM - 2:30PM

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Contact Information

Organization: Online Compliance Panel LLC

Event Contact: OCP Panel

Phone: 15108575896